-47.5%
COIN vs HSY
+25.7%
-73.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.1% |
| 7D | -10.6% | -0.4% | -10.2% | -10.7% |
| 30D | +16.0% | -3.4% | +19.4% | +15.0% |
| 3M | +11.9% | -0.5% | +12.4% | +11.9% |
| 6M | -12.3% | -19.1% | +6.8% | -16.8% |
| YTD | -23.8% | -2.1% | -21.8% | -23.7% |
| 1Y | -45.4% | -3.2% | -42.1% | -45.4% |
| 3Y | +109.9% | -8.8% | +118.7% | +115.9% |
| 5Y | -30.6% | +13.0% | -43.6% | -18.9% |
| All | -47.5% | +25.7% | -73.2% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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