+1,298.9%
COHR vs TEAM
+514.4%
+784.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | +8.3% | -5.2% | +13.6% | +9.7% |
| 30D | -14.1% | +15.8% | -29.9% | -18.7% |
| 3M | -16.0% | +101.5% | -117.5% | -34.5% |
| 6M | +21.5% | +138.2% | -116.7% | -15.0% |
| YTD | +65.4% | +10.8% | +54.6% | +48.5% |
| 1Y | +195.0% | +1.7% | +193.3% | +170.8% |
| 3Y | +830.2% | -16.0% | +846.2% | +786.5% |
| 5Y | +397.1% | -52.7% | +449.8% | +421.9% |
| All | +1,298.9% | +514.4% | +784.5% | +367.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling