+37.8%
COIN vs LII
-8.2%
+45.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.8% |
| 7D | -5.3% | +2.9% | -8.2% | -6.4% |
| 30D | -26.2% | +0.9% | -27.1% | -26.8% |
| 3M | -17.1% | -15.5% | -1.5% | -11.4% |
| 6M | -36.7% | -30.2% | -6.5% | -28.4% |
| YTD | -43.6% | -26.8% | -16.7% | -39.3% |
| 1Y | -54.9% | -25.3% | -29.6% | -52.1% |
| 3Y | +37.8% | -7.8% | +45.5% | +42.1% |
| All | +37.8% | -8.2% | +45.9% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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