+185.7%
ASML vs COIN
-51.5%
+237.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.2% | +8.4% | +4.9% |
| 7D | +1.1% | +3.4% | -2.3% | +0.2% |
| 30D | +2.2% | +23.2% | -21.0% | -2.4% |
| 3M | -2.3% | +12.5% | -14.8% | -5.6% |
| 6M | +23.0% | -11.6% | +34.6% | +23.3% |
| YTD | +61.1% | -18.4% | +79.4% | +61.9% |
| 1Y | +129.1% | -39.8% | +168.9% | +142.4% |
| 3Y | +165.4% | +136.7% | +28.6% | +91.7% |
| 5Y | +109.5% | -33.7% | +143.1% | +74.3% |
| All | +185.7% | -51.5% | +237.2% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 all: compounded portfolio wealth divided by compounded COIN 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…
all analysis · Full analysis span regression · 6 months rolling