+65,045.6%
COHR vs TROW
+13,984.0%
+51,061.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.3% | +4.6% |
| 7D | +8.3% | -3.2% | +11.5% | +9.7% |
| 30D | -14.1% | -4.6% | -9.5% | -12.6% |
| 3M | -16.0% | -0.7% | -15.4% | -16.4% |
| 6M | +21.5% | +22.2% | -0.7% | +11.4% |
| YTD | +65.4% | +6.6% | +58.8% | +59.9% |
| 1Y | +195.0% | +5.8% | +189.2% | +186.2% |
| 3Y | +830.2% | +11.6% | +818.5% | +802.3% |
| 5Y | +397.1% | -38.9% | +436.0% | +503.5% |
| 10Y | +1,317.7% | +128.5% | +1,189.1% | +1,008.2% |
| All | +65,045.6% | +13,984.0% | +51,061.5% | +29,022.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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