+117.4%
COIN vs CDE
+807.6%
-690.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.4% |
| 7D | -5.1% | -3.1% | -2.0% | -4.2% |
| 30D | +17.6% | +9.5% | +8.1% | +14.7% |
| 3M | +9.2% | +25.5% | -16.2% | +2.1% |
| 6M | -11.8% | -7.9% | -3.9% | -11.4% |
| YTD | -22.5% | +15.6% | -38.1% | -27.2% |
| 1Y | -45.9% | +34.0% | -79.9% | -51.9% |
| 3Y | +117.4% | +791.9% | -674.5% | +27.0% |
| All | +117.4% | +807.6% | -690.2% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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