-46.6%
COIN vs COPX
+168.0%
-214.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -5.1% | -2.3% | -2.7% | -3.9% |
| 30D | +17.6% | +0.3% | +17.3% | +17.3% |
| 3M | +9.2% | +6.8% | +2.4% | +3.4% |
| 6M | -11.8% | +7.9% | -19.7% | -19.0% |
| YTD | -22.5% | +23.7% | -46.2% | -37.5% |
| 1Y | -45.9% | +71.5% | -117.4% | -66.6% |
| 3Y | +117.4% | +149.1% | -31.7% | -5.8% |
| 5Y | -29.4% | +167.3% | -196.8% | -70.3% |
| All | -46.6% | +168.0% | -214.6% | -77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling