+26.1%
COHR vs SPXU
-21.6%
+47.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | +13.2% | -26.2% | +1.7% |
| 7D | -28.4% | +14.2% | -42.7% | -14.9% |
| 30D | -49.8% | +19.3% | -69.2% | -36.3% |
| 3M | -48.3% | +16.2% | -64.4% | -35.6% |
| 6M | -49.4% | -3.5% | -46.0% | -44.5% |
| YTD | -8.0% | -19.2% | +11.2% | -9.7% |
| 1Y | +26.1% | -20.7% | +46.8% | +24.9% |
| All | +26.1% | -21.6% | +47.7% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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