+21.5%
COHR vs SPXU
-30.3%
+51.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +1.5% |
| 7D | +8.3% | +2.5% | +5.9% | +11.4% |
| 30D | -14.1% | +4.2% | -18.3% | -10.1% |
| 3M | -16.0% | -9.3% | -6.8% | -21.2% |
| 6M | +21.5% | -30.7% | +52.2% | -3.6% |
| All | +21.5% | -30.3% | +51.8% | -3.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling