+60,030.1%
COHR vs USB
+8,537.0%
+51,493.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.7% |
| 7D | +1.0% | +1.4% | -0.5% | +0.4% |
| 30D | -14.1% | -1.3% | -12.8% | -13.7% |
| 3M | -33.2% | +15.2% | -48.4% | -36.8% |
| 6M | +2.5% | +18.8% | -16.3% | -4.0% |
| YTD | +52.7% | +21.0% | +31.7% | +41.6% |
| 1Y | +194.8% | +34.0% | +160.8% | +163.6% |
| 3Y | +650.8% | +95.3% | +555.5% | +492.8% |
| 5Y | +358.4% | +40.4% | +318.0% | +301.2% |
| 10Y | +1,191.2% | +107.3% | +1,083.8% | +873.8% |
| All | +60,030.1% | +8,537.0% | +51,493.2% | +22,096.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling