-50.7%
COIN vs OVV
+75.2%
-125.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.6% | +9.8% | +3.6% |
| 7D | -6.7% | -12.1% | +5.4% | -7.5% |
| 30D | -19.5% | +2.9% | -22.4% | -19.5% |
| 3M | +0.5% | +3.7% | -3.2% | +0.8% |
| 6M | -25.4% | +0.6% | -26.0% | -25.0% |
| YTD | -33.0% | +62.5% | -95.5% | -40.4% |
| 1Y | -50.7% | +72.0% | -122.7% | -57.6% |
| All | -50.7% | +75.2% | -125.9% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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