+51.6%
COHR vs WY
+0.3%
+51.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +5.6% | -11.6% | -4.0% |
| 7D | -18.6% | +13.3% | -31.9% | -15.0% |
| 30D | -41.5% | +17.6% | -59.2% | -38.5% |
| 3M | -39.7% | -15.0% | -24.7% | -37.7% |
| 6M | -40.9% | -5.9% | -34.9% | -38.4% |
| YTD | +5.7% | -5.7% | +11.4% | +10.9% |
| 1Y | +51.6% | -0.2% | +51.8% | +59.4% |
| All | +51.6% | +0.3% | +51.3% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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