-41.5%
COIN vs MO
+13.6%
-55.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.4% | +6.9% | +10.2% |
| 7D | +3.7% | +2.5% | +1.2% | +4.7% |
| 30D | +28.9% | +7.5% | +21.5% | +33.2% |
| 3M | +19.8% | -0.4% | +20.2% | +20.5% |
| 6M | -2.1% | +7.3% | -9.4% | +2.5% |
| YTD | -15.3% | +26.4% | -41.7% | -8.1% |
| All | -41.5% | +13.6% | -55.1% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling