-31.9%
COIN vs AXP
+115.4%
-147.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.0% | -0.9% |
| 7D | -0.1% | -2.5% | +2.3% | +2.8% |
| 30D | +17.5% | -5.0% | +22.5% | +24.2% |
| 3M | +12.4% | +1.4% | +11.0% | +10.1% |
| 6M | -12.5% | +6.0% | -18.5% | -18.8% |
| YTD | -22.7% | -12.3% | -10.4% | -11.3% |
| 1Y | -45.2% | +0.3% | -45.5% | -46.8% |
| 3Y | +112.8% | +111.7% | +1.2% | -13.4% |
| 5Y | -31.9% | +114.5% | -146.4% | -70.3% |
| All | -31.9% | +115.4% | -147.2% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling