+194.8%
COHR vs WBD
+135.8%
+59.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +6.6% |
| 7D | +1.0% | -1.8% | +2.8% | +1.2% |
| 30D | -14.1% | +8.8% | -22.9% | -15.0% |
| 3M | -33.2% | +4.6% | -37.8% | -33.6% |
| 6M | +2.5% | +1.1% | +1.5% | +2.1% |
| YTD | +52.7% | -2.0% | +54.7% | +52.1% |
| 1Y | +194.8% | +140.0% | +54.8% | +191.4% |
| All | +194.8% | +135.8% | +59.0% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 1y: compounded portfolio wealth divided by compounded WBD 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…
1y analysis · Full analysis span regression · 6 months rolling