-57.2%
COIN vs IBKR
+2.6%
-59.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -6.6% | -3.1% | -2.2% |
| 7D | -14.8% | -11.1% | -3.7% | -2.1% |
| 30D | -26.3% | -19.7% | -6.6% | -5.1% |
| 3M | -8.7% | -18.0% | +9.2% | +15.0% |
| 6M | -30.8% | -13.2% | -17.7% | -18.3% |
| YTD | -39.5% | +13.4% | -52.9% | -47.2% |
| 1Y | -57.2% | +2.0% | -59.1% | -57.2% |
| All | -57.2% | +2.6% | -59.7% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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