+2.5%
COIN vs AS
+137.8%
-135.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -2.2% |
| 7D | -9.2% | +4.5% | -13.7% | -10.7% |
| 30D | -26.3% | +13.2% | -39.6% | -30.0% |
| 3M | -11.1% | -11.9% | +0.8% | -7.0% |
| 6M | -34.3% | -11.6% | -22.7% | -31.7% |
| YTD | -41.6% | -14.7% | -26.9% | -38.8% |
| 1Y | -58.4% | +5.7% | -64.1% | -60.3% |
| All | +2.5% | +137.8% | -135.3% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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