-54.9%
COIN vs AXP
-12.6%
-42.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -3.0% |
| 7D | -5.3% | -0.1% | -5.2% | -5.1% |
| 30D | -26.2% | +4.4% | -30.6% | -28.8% |
| 3M | -17.1% | -6.4% | -10.6% | -12.1% |
| 6M | -36.7% | +4.2% | -40.9% | -38.8% |
| YTD | -43.6% | -12.4% | -31.2% | -38.3% |
| 1Y | -54.9% | -11.1% | -43.8% | -51.2% |
| All | -54.9% | -12.6% | -42.3% | -51.2% |
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