+830.2%
COHR vs NXT
+90.7%
+739.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +3.5% |
| 7D | +8.3% | -1.9% | +10.2% | +9.1% |
| 30D | -14.1% | -20.0% | +5.9% | -6.8% |
| 3M | -16.0% | -30.7% | +14.7% | -3.8% |
| 6M | +21.5% | -29.0% | +50.4% | +37.3% |
| YTD | +65.4% | -4.8% | +70.3% | +71.8% |
| 1Y | +195.0% | +22.8% | +172.2% | +186.1% |
| 3Y | +830.2% | +93.9% | +736.2% | +650.0% |
| All | +830.2% | +90.7% | +739.4% | +650.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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