-45.9%
COIN vs COPX
+73.7%
-119.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -5.1% | -2.3% | -2.7% | -4.1% |
| 30D | +17.6% | +0.3% | +17.3% | +17.5% |
| 3M | +9.2% | +6.8% | +2.4% | +4.9% |
| 6M | -11.8% | +7.9% | -19.7% | -16.7% |
| YTD | -22.5% | +23.7% | -46.2% | -37.4% |
| 1Y | -45.9% | +71.5% | -117.4% | -66.4% |
| All | -45.9% | +73.7% | -119.6% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling