+719.6%
COHR vs UBER
+70.6%
+648.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.6% |
| 7D | +8.3% | -5.4% | +13.7% | +10.4% |
| 30D | -14.1% | -4.9% | -9.2% | -13.0% |
| 3M | -16.0% | +3.0% | -19.1% | -18.6% |
| 6M | +21.5% | -4.4% | +25.9% | +20.4% |
| YTD | +65.4% | -12.3% | +77.7% | +69.1% |
| 1Y | +195.0% | -24.3% | +219.3% | +219.5% |
| 3Y | +830.2% | +46.4% | +783.7% | +669.9% |
| 5Y | +397.1% | +79.7% | +317.4% | +257.2% |
| All | +719.6% | +70.6% | +648.9% | +505.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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