+694.0%
COHR vs U
-43.3%
+737.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +13.0% | +4.4% | +8.6% | +11.6% |
| 30D | -6.7% | -1.3% | -5.4% | -6.6% |
| 3M | -14.7% | +49.6% | -64.3% | -24.4% |
| 6M | +20.3% | +100.2% | -79.9% | -2.9% |
| YTD | +64.4% | -3.7% | +68.1% | +57.6% |
| 1Y | +205.9% | -6.5% | +212.4% | +193.4% |
| 3Y | +814.1% | +12.9% | +801.2% | +668.6% |
| 5Y | +387.4% | -68.3% | +455.6% | +390.1% |
| All | +694.0% | -43.3% | +737.3% | +536.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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