+740.1%
COHR vs USB
+101.7%
+638.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.8% |
| 7D | +1.0% | +1.4% | -0.5% | -0.2% |
| 30D | -14.1% | -1.3% | -12.8% | -13.4% |
| 3M | -33.2% | +15.2% | -48.4% | -40.3% |
| 6M | +2.5% | +18.8% | -16.3% | -10.7% |
| YTD | +52.7% | +21.0% | +31.7% | +29.9% |
| 1Y | +194.8% | +34.0% | +160.8% | +131.0% |
| All | +740.1% | +101.7% | +638.4% | +394.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 3y: compounded portfolio wealth divided by compounded USB 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…
3y analysis · Full analysis span regression · 6 months rolling