-39.8%
COIN vs AXP
+1.4%
-41.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -3.3% |
| 7D | +3.4% | -2.1% | +5.5% | +5.2% |
| 30D | +23.2% | -6.5% | +29.7% | +29.9% |
| 3M | +12.5% | +4.6% | +7.8% | +8.1% |
| 6M | -11.6% | +5.4% | -17.0% | -15.5% |
| YTD | -18.4% | -11.1% | -7.2% | -12.1% |
| 1Y | -39.8% | -0.3% | -39.5% | -37.4% |
| All | -39.8% | +1.4% | -41.2% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling