+830.2%
COHR vs FXI
+36.3%
+793.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +3.9% |
| 7D | +8.3% | -3.9% | +12.2% | +11.1% |
| 30D | -14.1% | -2.1% | -12.0% | -13.0% |
| 3M | -16.0% | -0.5% | -15.5% | -16.4% |
| 6M | +21.5% | -4.5% | +26.0% | +25.8% |
| YTD | +65.4% | -9.2% | +74.7% | +77.4% |
| 1Y | +195.0% | -13.8% | +208.8% | +227.0% |
| 3Y | +830.2% | +36.6% | +793.6% | +718.4% |
| All | +830.2% | +36.3% | +793.9% | +718.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 3y: compounded portfolio wealth divided by compounded FXI 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…
3y analysis · Full analysis span regression · 6 months rolling