+194.8%
COHR vs XLE
+49.3%
+145.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +6.3% |
| 7D | +1.0% | +2.2% | -1.2% | +1.7% |
| 30D | -14.1% | +11.8% | -25.9% | -11.0% |
| 3M | -33.2% | +9.8% | -43.0% | -30.4% |
| 6M | +2.5% | +15.6% | -13.0% | +5.2% |
| YTD | +52.7% | +45.3% | +7.5% | +55.1% |
| 1Y | +194.8% | +48.3% | +146.5% | +194.7% |
| All | +194.8% | +49.3% | +145.5% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 1y: compounded portfolio wealth divided by compounded XLE 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…
1y analysis · Full analysis span regression · 6 months rolling