-43.8%
COIN vs LII
+25.8%
-69.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.2% | -5.3% | -5.0% |
| 7D | +3.4% | -0.7% | +4.1% | +3.9% |
| 30D | +23.2% | -12.6% | +35.8% | +35.1% |
| 3M | +12.5% | -24.4% | +36.9% | +31.7% |
| 6M | -11.6% | -28.7% | +17.1% | +5.9% |
| YTD | -18.4% | -19.1% | +0.8% | -13.6% |
| 1Y | -39.8% | -29.7% | -10.1% | -28.7% |
| 3Y | +136.7% | +4.8% | +132.0% | +67.8% |
| 5Y | -33.7% | +24.6% | -58.2% | -68.6% |
| All | -43.8% | +25.8% | -69.5% | -73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling