+194.8%
COHR vs WCC
+61.8%
+133.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.9% | +2.7% | +3.0% |
| 7D | +1.0% | +4.5% | -3.5% | -3.0% |
| 30D | -14.1% | -5.8% | -8.3% | -9.0% |
| 3M | -33.2% | -3.7% | -29.5% | -30.2% |
| 6M | +2.5% | +23.1% | -20.5% | -10.3% |
| YTD | +52.7% | +44.2% | +8.6% | +21.2% |
| 1Y | +194.8% | +62.1% | +132.7% | +129.8% |
| All | +194.8% | +61.8% | +133.0% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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