+194.8%
COHR vs XLU
+4.9%
+189.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.5% |
| 7D | +1.0% | +0.8% | +0.1% | +0.4% |
| 30D | -14.1% | -1.3% | -12.8% | -13.2% |
| 3M | -33.2% | -1.3% | -31.9% | -33.4% |
| 6M | +2.5% | -7.6% | +10.2% | +8.5% |
| YTD | +52.7% | +2.3% | +50.4% | +47.2% |
| 1Y | +194.8% | +5.8% | +189.0% | +172.0% |
| All | +194.8% | +4.9% | +189.9% | +172.0% |
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