-27.8%
COIN vs FIVN
-82.2%
+54.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.0% |
| 7D | -5.1% | -7.8% | +2.8% | -1.0% |
| 30D | +17.6% | -1.7% | +19.3% | +18.6% |
| 3M | +9.2% | +47.2% | -37.9% | -13.0% |
| 6M | -11.8% | +82.7% | -94.5% | -40.6% |
| YTD | -22.5% | +52.9% | -75.4% | -43.3% |
| 1Y | -45.9% | +17.5% | -63.4% | -54.2% |
| 3Y | +117.4% | -55.8% | +173.2% | +195.9% |
| All | -27.8% | -82.2% | +54.4% | +51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling