+25,602.6%
COHR vs WCC
+1,675.2%
+23,927.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -2.2% |
| 7D | +10.9% | +1.7% | +9.2% | +10.3% |
| 30D | -10.8% | -6.1% | -4.7% | -8.2% |
| 3M | -17.4% | +3.1% | -20.4% | -17.2% |
| 6M | +12.5% | +28.2% | -15.8% | +4.8% |
| YTD | +58.8% | +41.1% | +17.7% | +43.1% |
| 1Y | +183.3% | +61.3% | +122.0% | +143.4% |
| 3Y | +783.0% | +123.6% | +659.4% | +572.3% |
| 5Y | +377.2% | +214.8% | +162.5% | +220.8% |
| 10Y | +1,261.0% | +513.6% | +747.4% | +576.2% |
| All | +25,602.6% | +1,675.2% | +23,927.3% | +9,299.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling