+26.1%
COHR vs XLU
+0.3%
+25.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.7% | -12.3% | -12.6% |
| 7D | -28.4% | +0.4% | -28.8% | -28.6% |
| 30D | -49.8% | +5.2% | -55.0% | -51.6% |
| 3M | -48.3% | -0.1% | -48.2% | -48.3% |
| 6M | -49.4% | -5.3% | -44.1% | -47.9% |
| YTD | -8.0% | +3.5% | -11.6% | -12.5% |
| 1Y | +26.1% | +0.2% | +25.8% | +25.4% |
| All | +26.1% | +0.3% | +25.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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