+194.8%
COHR vs XBI
+75.8%
+118.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.9% |
| 7D | +1.0% | +0.9% | +0.1% | +0.2% |
| 30D | -14.1% | +7.1% | -21.2% | -19.2% |
| 3M | -33.2% | +22.9% | -56.1% | -43.2% |
| 6M | +2.5% | +29.7% | -27.2% | -17.1% |
| YTD | +52.7% | +34.5% | +18.2% | +19.5% |
| 1Y | +194.8% | +76.1% | +118.7% | +91.2% |
| All | +194.8% | +75.8% | +118.9% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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