+830.2%
COHR vs XHB
+23.1%
+807.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +2.9% |
| 7D | +8.3% | -4.6% | +13.0% | +12.3% |
| 30D | -14.1% | -9.1% | -5.0% | -7.7% |
| 3M | -16.0% | -8.6% | -7.5% | -10.0% |
| 6M | +21.5% | -4.0% | +25.5% | +24.9% |
| YTD | +65.4% | -3.9% | +69.4% | +67.0% |
| 1Y | +195.0% | -16.5% | +211.5% | +235.0% |
| 3Y | +830.2% | +22.6% | +807.6% | +595.5% |
| All | +830.2% | +23.1% | +807.1% | +595.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling