+194.8%
COHR vs XLI
+18.3%
+176.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +5.7% |
| 7D | +1.0% | -1.1% | +2.0% | +3.3% |
| 30D | -14.1% | -5.9% | -8.2% | -0.9% |
| 3M | -33.2% | -0.3% | -32.9% | -30.4% |
| 6M | +2.5% | +0.1% | +2.4% | +6.6% |
| YTD | +52.7% | +13.6% | +39.1% | +26.6% |
| 1Y | +194.8% | +17.2% | +177.6% | +134.9% |
| All | +194.8% | +18.3% | +176.5% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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