+393.6%
COHR vs SPXU
-86.1%
+479.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +2.5% |
| 7D | +8.3% | +2.5% | +5.9% | +10.3% |
| 30D | -14.1% | +4.2% | -18.3% | -11.6% |
| 3M | -16.0% | -9.3% | -6.8% | -18.8% |
| 6M | +21.5% | -30.7% | +52.2% | +2.0% |
| YTD | +65.4% | -28.1% | +93.6% | +45.1% |
| 1Y | +195.0% | -35.2% | +230.3% | +149.3% |
| 3Y | +830.2% | -79.9% | +910.1% | +423.4% |
| All | +393.6% | -86.1% | +479.7% | +197.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling