-39.8%
COIN vs JHX
+56.2%
-96.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.6% | -6.7% | -4.8% |
| 7D | +3.4% | +1.5% | +1.8% | +2.9% |
| 30D | +23.2% | +7.2% | +16.0% | +21.3% |
| 3M | +12.5% | +29.9% | -17.4% | +6.6% |
| 6M | -11.6% | +35.4% | -47.0% | -18.4% |
| YTD | -18.4% | +46.5% | -64.8% | -25.8% |
| 1Y | -39.8% | +55.5% | -95.3% | -44.2% |
| All | -39.8% | +56.2% | -96.1% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 1y: compounded portfolio wealth divided by compounded JHX 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…
1y analysis · Full analysis span regression · 6 months rolling