+65,045.6%
COHR vs WEC
+3,954.9%
+61,090.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | -0.6% | +8.9% | +8.6% |
| 30D | -14.1% | -2.6% | -11.5% | -13.5% |
| 3M | -16.0% | -6.0% | -10.0% | -14.7% |
| 6M | +21.5% | -5.4% | +26.9% | +23.0% |
| YTD | +65.4% | +2.5% | +63.0% | +63.4% |
| 1Y | +195.0% | -0.7% | +195.7% | +193.1% |
| 3Y | +830.2% | +38.7% | +791.4% | +713.0% |
| 5Y | +397.1% | +31.7% | +365.4% | +335.4% |
| 10Y | +1,317.7% | +146.5% | +1,171.2% | +826.3% |
| All | +65,045.6% | +3,954.9% | +61,090.7% | +21,453.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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