-50.7%
COIN vs FIVN
+55.4%
-106.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.5% | +3.7% |
| 7D | -6.7% | -3.4% | -3.3% | -5.6% |
| 30D | -19.5% | +5.8% | -25.3% | -20.9% |
| 3M | +0.5% | +22.0% | -21.5% | -6.6% |
| 6M | -25.4% | +55.7% | -81.1% | -36.4% |
| YTD | -33.0% | +81.3% | -114.3% | -48.2% |
| 1Y | -50.7% | +58.0% | -108.7% | -59.2% |
| All | -50.7% | +55.4% | -106.1% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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