+1,298.9%
COHR vs THC
+1,022.1%
+276.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | +8.3% | -0.5% | +8.9% | +8.4% |
| 30D | -14.1% | -1.2% | -13.0% | -14.1% |
| 3M | -16.0% | +52.3% | -68.3% | -24.7% |
| 6M | +21.5% | +12.4% | +9.1% | +16.3% |
| YTD | +65.4% | +32.7% | +32.8% | +51.3% |
| 1Y | +195.0% | +36.4% | +158.7% | +167.0% |
| 3Y | +830.2% | +259.3% | +570.9% | +563.5% |
| 5Y | +397.1% | +262.7% | +134.4% | +244.3% |
| All | +1,298.9% | +1,022.1% | +276.8% | +641.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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