+3,281.7%
COHR vs XHB
+161.2%
+3,120.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.1% |
| 7D | +8.3% | -4.6% | +13.0% | +11.7% |
| 30D | -14.1% | -9.1% | -5.0% | -8.8% |
| 3M | -16.0% | -8.6% | -7.5% | -11.0% |
| 6M | +21.5% | -4.0% | +25.5% | +24.7% |
| YTD | +65.4% | -3.9% | +69.4% | +68.2% |
| 1Y | +195.0% | -16.5% | +211.5% | +227.3% |
| 3Y | +830.2% | +22.6% | +807.6% | +709.2% |
| 5Y | +397.1% | +33.9% | +363.2% | +311.8% |
| 10Y | +1,317.7% | +213.0% | +1,104.7% | +609.2% |
| All | +3,281.7% | +161.2% | +3,120.5% | +1,287.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling