-11.8%
COIN vs JCI
+10.0%
-21.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.8% |
| 7D | -5.1% | +0.7% | -5.8% | -5.1% |
| 30D | +17.6% | -4.4% | +22.0% | +17.5% |
| 3M | +9.2% | +1.7% | +7.6% | +8.7% |
| 6M | -11.8% | +8.8% | -20.6% | -13.2% |
| All | -11.8% | +10.0% | -21.8% | -13.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling