-47.5%
COIN vs JCI
+156.6%
-204.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.1% |
| 7D | -10.6% | +0.4% | -11.0% | -11.0% |
| 30D | +16.0% | -7.7% | +23.7% | +23.6% |
| 3M | +11.9% | +2.8% | +9.1% | +6.5% |
| 6M | -12.3% | +7.2% | -19.6% | -22.2% |
| YTD | -23.8% | +20.0% | -43.8% | -40.5% |
| 1Y | -45.4% | +33.3% | -78.6% | -61.8% |
| 3Y | +109.9% | +161.3% | -51.4% | -27.3% |
| 5Y | -30.6% | +108.8% | -139.4% | -75.1% |
| All | -47.5% | +156.6% | -204.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling