+60,030.1%
COHR vs SWKS
+8,307.4%
+51,722.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.5% | +3.1% | +5.9% |
| 7D | +1.0% | +12.5% | -11.6% | -1.5% |
| 30D | -14.1% | +10.5% | -24.6% | -15.8% |
| 3M | -33.2% | -7.4% | -25.8% | -31.7% |
| 6M | +2.5% | +32.7% | -30.1% | -2.7% |
| YTD | +52.7% | +19.2% | +33.5% | +47.3% |
| 1Y | +194.8% | +2.4% | +192.4% | +192.7% |
| 3Y | +650.8% | -25.6% | +676.4% | +688.9% |
| 5Y | +358.4% | -53.4% | +411.8% | +430.0% |
| 10Y | +1,191.2% | +23.2% | +1,168.0% | +1,194.3% |
| All | +60,030.1% | +8,307.4% | +51,722.7% | +32,356.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SWKS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling