+117.4%
COIN vs MO
+96.1%
+21.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.8% |
| 7D | -5.1% | +0.1% | -5.2% | -5.0% |
| 30D | +17.6% | +7.1% | +10.4% | +19.8% |
| 3M | +9.2% | -2.0% | +11.2% | +9.2% |
| 6M | -11.8% | +7.3% | -19.1% | -9.9% |
| YTD | -22.5% | +23.5% | -46.0% | -19.5% |
| 1Y | -45.9% | +11.0% | -56.9% | -44.4% |
| 3Y | +117.4% | +95.0% | +22.4% | +101.4% |
| All | +117.4% | +96.1% | +21.3% | +101.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling