-46.6%
COIN vs IBKR
+410.5%
-457.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | -0.5% |
| 7D | -5.1% | -1.3% | -3.7% | -3.7% |
| 30D | +17.6% | -0.2% | +17.8% | +18.1% |
| 3M | +9.2% | +3.0% | +6.3% | +6.0% |
| 6M | -11.8% | +33.9% | -45.6% | -34.4% |
| YTD | -22.5% | +42.5% | -65.0% | -45.6% |
| 1Y | -45.9% | +44.9% | -90.8% | -62.5% |
| 3Y | +117.4% | +293.0% | -175.6% | -44.3% |
| 5Y | -29.4% | +497.7% | -527.1% | -88.6% |
| All | -46.6% | +410.5% | -457.1% | -91.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling