+37.8%
COIN vs LBRT
-27.1%
+64.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.6% |
| 7D | -5.3% | +9.2% | -14.5% | -7.2% |
| 30D | -26.2% | -27.5% | +1.4% | -21.3% |
| 3M | -17.1% | -37.9% | +20.8% | -9.0% |
| 6M | -36.7% | -60.7% | +24.0% | -23.0% |
| YTD | -43.6% | -28.5% | -15.1% | -43.2% |
| 1Y | -54.9% | -13.2% | -41.7% | -57.4% |
| 3Y | +37.8% | -28.8% | +66.6% | +39.3% |
| All | +37.8% | -27.1% | +64.9% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling