-46.6%
COIN vs HPQ
+31.7%
-78.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.4% | -6.7% | -3.5% |
| 7D | -5.1% | +9.8% | -14.8% | -10.8% |
| 30D | +17.6% | +22.4% | -4.8% | +2.0% |
| 3M | +9.2% | +45.2% | -35.9% | -16.6% |
| 6M | -11.8% | +96.4% | -108.2% | -48.8% |
| YTD | -22.5% | +65.4% | -87.9% | -48.8% |
| 1Y | -45.9% | +31.6% | -77.5% | -57.6% |
| 3Y | +117.4% | +37.0% | +80.4% | +51.5% |
| 5Y | -29.4% | +53.0% | -82.4% | -45.2% |
| All | -46.6% | +31.7% | -78.3% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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