+117.4%
COIN vs CIEN
+624.4%
-507.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.7% | +0.1% |
| 7D | -5.1% | +8.9% | -14.0% | -8.2% |
| 30D | +17.6% | -19.1% | +36.7% | +26.3% |
| 3M | +9.2% | -21.5% | +30.7% | +15.8% |
| 6M | -11.8% | +2.8% | -14.6% | -21.3% |
| YTD | -22.5% | +49.5% | -72.0% | -44.0% |
| 1Y | -45.9% | +163.8% | -209.7% | -71.8% |
| 3Y | +117.4% | +615.8% | -498.4% | -42.6% |
| All | +117.4% | +624.4% | -507.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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