-46.6%
COIN vs MCK
+380.0%
-426.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -5.1% | -2.9% | -2.2% | -5.2% |
| 30D | +17.6% | +0.4% | +17.2% | +17.7% |
| 3M | +9.2% | +12.1% | -2.9% | +9.8% |
| 6M | -11.8% | -5.4% | -6.3% | -11.2% |
| YTD | -22.5% | +7.8% | -30.3% | -21.7% |
| 1Y | -45.9% | +22.9% | -68.8% | -46.0% |
| 3Y | +117.4% | +110.7% | +6.7% | +89.9% |
| 5Y | -29.4% | +346.2% | -375.6% | -49.5% |
| All | -46.6% | +380.0% | -426.6% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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