+2,609.6%
COHR vs SPXU
-100.0%
+2,709.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +2.9% |
| 7D | +8.3% | +2.5% | +5.9% | +9.8% |
| 30D | -14.1% | +4.2% | -18.3% | -12.2% |
| 3M | -16.0% | -9.3% | -6.8% | -18.0% |
| 6M | +21.5% | -30.7% | +52.2% | +6.7% |
| YTD | +65.4% | -28.1% | +93.6% | +50.4% |
| 1Y | +195.0% | -35.2% | +230.3% | +161.0% |
| 3Y | +830.2% | -79.9% | +910.1% | +493.6% |
| 5Y | +397.1% | -86.4% | +483.5% | +240.8% |
| 10Y | +1,317.7% | -99.5% | +1,417.2% | +260.8% |
| All | +2,609.6% | -100.0% | +2,709.6% | +74.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling