+830.2%
COHR vs XOP
+36.3%
+793.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +8.3% | +2.6% | +5.7% | +7.0% |
| 30D | -14.1% | +9.6% | -23.7% | -18.2% |
| 3M | -16.0% | +20.4% | -36.4% | -25.0% |
| 6M | +21.5% | +19.9% | +1.6% | +5.8% |
| YTD | +65.4% | +56.4% | +9.1% | +16.8% |
| 1Y | +195.0% | +52.4% | +142.6% | +111.5% |
| 3Y | +830.2% | +39.9% | +790.3% | +562.7% |
| All | +830.2% | +36.3% | +793.9% | +562.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 3y: compounded portfolio wealth divided by compounded XOP 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…
3y analysis · Full analysis span regression · 6 months rolling