+1,298.9%
COHR vs XPO
+1,516.3%
-217.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.2% |
| 7D | +8.3% | -5.7% | +14.0% | +11.1% |
| 30D | -14.1% | -12.8% | -1.3% | -8.5% |
| 3M | -16.0% | -20.0% | +4.0% | -7.0% |
| 6M | +21.5% | -6.0% | +27.5% | +24.7% |
| YTD | +65.4% | +34.0% | +31.4% | +45.1% |
| 1Y | +195.0% | +35.6% | +159.5% | +154.3% |
| 3Y | +830.2% | +152.3% | +677.9% | +495.6% |
| 5Y | +397.1% | +264.4% | +132.7% | +158.0% |
| All | +1,298.9% | +1,516.3% | -217.5% | +280.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling