+117.4%
COIN vs CHD
+0.7%
+116.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.8% |
| 7D | -5.1% | -4.5% | -0.6% | -6.1% |
| 30D | +17.6% | -6.7% | +24.3% | +15.8% |
| 3M | +9.2% | -2.7% | +12.0% | +8.8% |
| 6M | -11.8% | -4.9% | -6.8% | -11.9% |
| YTD | -22.5% | +13.3% | -35.8% | -21.5% |
| 1Y | -45.9% | +1.0% | -46.9% | -46.0% |
| 3Y | +117.4% | +1.3% | +116.1% | +101.3% |
| All | +117.4% | +0.7% | +116.7% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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