+393.6%
COHR vs XBI
+19.1%
+374.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.4% |
| 7D | +8.3% | -4.6% | +13.0% | +12.1% |
| 30D | -14.1% | -2.0% | -12.1% | -13.3% |
| 3M | -16.0% | +17.8% | -33.8% | -25.5% |
| 6M | +21.5% | +23.7% | -2.3% | +3.4% |
| YTD | +65.4% | +28.2% | +37.2% | +37.4% |
| 1Y | +195.0% | +64.0% | +131.0% | +106.0% |
| 3Y | +830.2% | +99.4% | +730.8% | +475.5% |
| All | +393.6% | +19.1% | +374.5% | +320.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling