-63.0%
COIN vs LII
+17.0%
-80.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -3.1% |
| 7D | -5.3% | +2.9% | -8.2% | -7.2% |
| 30D | -26.2% | +0.9% | -27.1% | -27.4% |
| 3M | -17.1% | -15.5% | -1.5% | -7.7% |
| 6M | -36.7% | -30.2% | -6.5% | -22.8% |
| YTD | -43.6% | -26.8% | -16.7% | -36.6% |
| 1Y | -54.9% | -25.3% | -29.6% | -50.4% |
| 3Y | +37.8% | -7.8% | +45.5% | +4.4% |
| All | -63.0% | +17.0% | -80.0% | -84.3% |
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