-30.6%
COIN vs LII
+21.0%
-51.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.8% |
| 7D | -10.6% | -3.5% | -7.1% | -8.3% |
| 30D | +16.0% | -13.5% | +29.5% | +28.1% |
| 3M | +11.9% | -26.0% | +37.9% | +33.0% |
| 6M | -12.3% | -26.8% | +14.5% | +2.1% |
| YTD | -23.8% | -22.9% | -1.0% | -16.7% |
| 1Y | -45.4% | -32.6% | -12.8% | -33.0% |
| 3Y | +109.9% | -1.3% | +111.2% | +52.7% |
| 5Y | -30.6% | +23.1% | -53.7% | -70.1% |
| All | -30.6% | +21.0% | -51.6% | -70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling