-46.6%
COIN vs HCA
+135.7%
-182.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.3% |
| 7D | -5.1% | +5.4% | -10.5% | -6.8% |
| 30D | +17.6% | +3.0% | +14.6% | +16.4% |
| 3M | +9.2% | +13.0% | -3.8% | +4.3% |
| 6M | -11.8% | -20.3% | +8.5% | -5.1% |
| YTD | -22.5% | -8.2% | -14.3% | -21.5% |
| 1Y | -45.9% | +6.7% | -52.6% | -48.7% |
| 3Y | +117.4% | +60.4% | +57.0% | +57.7% |
| 5Y | -29.4% | +73.4% | -102.9% | -55.7% |
| All | -46.6% | +135.7% | -182.3% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 all: compounded portfolio wealth divided by compounded HCA 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…
all analysis · Full analysis span regression · 6 months rolling