+118.0%
COIN vs AXP
+115.0%
+2.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +1.2% | +0.6% | +0.6% | +0.5% |
| 30D | +16.5% | -4.3% | +20.8% | +21.9% |
| 3M | +10.4% | +4.7% | +5.7% | +4.3% |
| 6M | -9.3% | +9.0% | -18.2% | -18.0% |
| YTD | -20.9% | -11.1% | -9.7% | -10.8% |
| 1Y | -40.8% | +1.3% | -42.1% | -43.1% |
| 3Y | +118.0% | +114.5% | +3.5% | -7.9% |
| All | +118.0% | +115.0% | +2.9% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling