-46.6%
COIN vs CPB
-47.2%
+0.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.8% |
| 7D | -5.1% | -1.8% | -3.3% | -5.5% |
| 30D | +17.6% | -7.1% | +24.7% | +15.5% |
| 3M | +9.2% | -6.0% | +15.3% | +7.7% |
| 6M | -11.8% | -5.3% | -6.5% | -12.5% |
| YTD | -22.5% | -20.8% | -1.7% | -26.6% |
| 1Y | -45.9% | -33.8% | -12.1% | -51.1% |
| 3Y | +117.4% | -43.7% | +161.1% | +89.2% |
| 5Y | -29.4% | -40.7% | +11.3% | -35.9% |
| All | -46.6% | -47.2% | +0.6% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling