+393.6%
COHR vs XLU
+42.8%
+350.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | +8.3% | -1.6% | +9.9% | +9.4% |
| 30D | -14.1% | -3.3% | -10.8% | -12.5% |
| 3M | -16.0% | -3.2% | -12.9% | -14.7% |
| 6M | +21.5% | -7.0% | +28.4% | +26.3% |
| YTD | +65.4% | +0.6% | +64.8% | +64.3% |
| 1Y | +195.0% | +2.4% | +192.6% | +190.2% |
| 3Y | +830.2% | +46.3% | +783.9% | +659.3% |
| All | +393.6% | +42.8% | +350.8% | +291.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling