-46.6%
COIN vs LMT
+56.8%
-103.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.7% |
| 7D | -5.1% | -0.2% | -4.9% | -5.1% |
| 30D | +17.6% | -13.1% | +30.7% | +17.4% |
| 3M | +9.2% | -3.9% | +13.1% | +9.0% |
| 6M | -11.8% | -18.3% | +6.5% | -11.8% |
| YTD | -22.5% | +10.3% | -32.8% | -22.7% |
| 1Y | -45.9% | +14.2% | -60.1% | -45.9% |
| 3Y | +117.4% | +35.0% | +82.4% | +113.4% |
| 5Y | -29.4% | +73.2% | -102.7% | -33.3% |
| All | -46.6% | +56.8% | -103.5% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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