+36,353.4%
COHR vs XLE
+1,034.9%
+35,318.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.1% | +6.0% | +6.5% |
| 7D | +11.0% | 0.0% | +11.0% | +11.0% |
| 30D | -20.4% | +12.6% | -33.0% | -25.7% |
| 3M | -24.9% | +11.8% | -36.7% | -30.1% |
| 6M | +28.1% | +16.1% | +12.0% | +15.9% |
| YTD | +63.6% | +46.9% | +16.7% | +29.9% |
| 1Y | +205.9% | +53.3% | +152.7% | +137.3% |
| 3Y | +809.3% | +54.9% | +754.4% | +604.0% |
| 5Y | +397.1% | +225.7% | +171.4% | +151.4% |
| 10Y | +1,238.1% | +170.7% | +1,067.5% | +602.4% |
| All | +36,353.4% | +1,034.9% | +35,318.5% | +10,950.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling