+65,045.6%
COHR vs XEL
+1,928.4%
+63,117.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +8.3% | -0.3% | +8.6% | +8.4% |
| 30D | -14.1% | -3.9% | -10.2% | -13.5% |
| 3M | -16.0% | -2.8% | -13.2% | -15.6% |
| 6M | +21.5% | -5.4% | +26.9% | +22.7% |
| YTD | +65.4% | +3.8% | +61.7% | +64.2% |
| 1Y | +195.0% | +6.8% | +188.2% | +190.5% |
| 3Y | +830.2% | +45.6% | +784.6% | +747.5% |
| 5Y | +397.1% | +30.7% | +366.4% | +360.3% |
| 10Y | +1,317.7% | +151.7% | +1,166.0% | +1,037.1% |
| All | +65,045.6% | +1,928.4% | +63,117.2% | +48,362.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling