-46.6%
COIN vs JCI
+162.3%
-209.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | -0.2% |
| 7D | -5.1% | +0.7% | -5.8% | -5.7% |
| 30D | +17.6% | -4.4% | +22.0% | +21.6% |
| 3M | +9.2% | +1.7% | +7.6% | +5.1% |
| 6M | -11.8% | +8.8% | -20.6% | -22.6% |
| YTD | -22.5% | +22.6% | -45.1% | -40.6% |
| 1Y | -45.9% | +36.2% | -82.1% | -62.9% |
| 3Y | +117.4% | +168.0% | -50.6% | -26.4% |
| 5Y | -29.4% | +113.5% | -142.9% | -75.2% |
| All | -46.6% | +162.3% | -209.0% | -80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling