-27.8%
COIN vs EVRG
+48.0%
-75.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | +17.6% | -1.2% | +18.8% | +18.0% |
| 3M | +9.2% | -0.6% | +9.9% | +9.0% |
| 6M | -11.8% | +2.4% | -14.2% | -13.3% |
| YTD | -22.5% | +15.5% | -38.0% | -27.8% |
| 1Y | -45.9% | +16.8% | -62.7% | -49.9% |
| 3Y | +117.4% | +75.0% | +42.4% | +61.6% |
| All | -27.8% | +48.0% | -75.8% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 5y: compounded portfolio wealth divided by compounded EVRG 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…
5y analysis · Full analysis span regression · 6 months rolling