+47.1%
COIN vs AXP
+116.9%
-69.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.3% |
| 7D | -10.1% | -2.9% | -7.2% | -7.0% |
| 30D | -24.5% | +3.7% | -28.2% | -27.3% |
| 3M | -8.3% | -4.9% | -3.4% | -3.2% |
| 6M | -37.1% | +4.1% | -41.1% | -40.0% |
| YTD | -39.7% | -11.7% | -28.1% | -31.5% |
| 1Y | -55.2% | -11.7% | -43.4% | -49.1% |
| All | +47.1% | +116.9% | -69.8% | -36.9% |
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