-57.2%
COIN vs DLTR
+35.0%
-92.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -6.2% | -3.5% | -8.2% |
| 7D | -14.8% | +4.5% | -19.3% | -15.5% |
| 30D | -26.3% | +18.7% | -45.1% | -29.2% |
| 3M | -8.7% | +7.1% | -15.8% | -10.4% |
| 6M | -30.8% | +47.2% | -78.0% | -38.2% |
| YTD | -39.5% | +12.1% | -51.6% | -43.2% |
| 1Y | -57.2% | +31.5% | -88.6% | -65.7% |
| All | -57.2% | +35.0% | -92.2% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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