-27.8%
COIN vs JD
-61.2%
+33.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -5.1% | -4.2% | -0.8% | -3.2% |
| 30D | +17.6% | -14.4% | +32.0% | +25.6% |
| 3M | +9.2% | -3.6% | +12.8% | +10.3% |
| 6M | -11.8% | -0.3% | -11.5% | -12.7% |
| YTD | -22.5% | -2.4% | -20.1% | -22.7% |
| 1Y | -45.9% | -18.5% | -27.4% | -41.5% |
| 3Y | +117.4% | -7.0% | +124.4% | +102.3% |
| All | -27.8% | -61.2% | +33.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 5y: compounded portfolio wealth divided by compounded JD 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…
5y analysis · Full analysis span regression · 6 months rolling