+1,152.9%
COHR vs XEL
+145.4%
+1,007.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -1.8% | -11.0% | -12.4% |
| 7D | -5.4% | -2.1% | -3.4% | -5.1% |
| 30D | -18.2% | -6.3% | -11.9% | -17.3% |
| 3M | -30.8% | -5.7% | -25.1% | -30.1% |
| 6M | +9.8% | -8.8% | +18.6% | +11.3% |
| YTD | +44.4% | +1.9% | +42.5% | +44.1% |
| 1Y | +158.8% | +4.2% | +154.5% | +156.8% |
| 3Y | +689.6% | +38.7% | +650.9% | +632.0% |
| 5Y | +337.3% | +30.7% | +306.6% | +308.2% |
| 10Y | +1,152.9% | +145.3% | +1,007.6% | +1,133.1% |
| All | +1,152.9% | +145.4% | +1,007.5% | +1,133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling