-46.6%
COIN vs LBRT
+106.5%
-153.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.5% |
| 7D | -5.1% | +1.8% | -6.9% | -5.5% |
| 30D | +17.6% | -2.5% | +20.1% | +17.8% |
| 3M | +9.2% | -24.9% | +34.1% | +14.2% |
| 6M | -11.8% | -29.5% | +17.7% | -7.2% |
| YTD | -22.5% | +14.7% | -37.2% | -27.4% |
| 1Y | -45.9% | +91.7% | -137.6% | -55.5% |
| 3Y | +117.4% | +24.6% | +92.8% | +90.4% |
| 5Y | -29.4% | +127.7% | -157.1% | -39.8% |
| All | -46.6% | +106.5% | -153.1% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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