-30.6%
COIN vs OVV
+149.9%
-180.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -10.6% | -2.9% | -7.7% | -9.5% |
| 30D | +16.0% | +0.9% | +15.1% | +15.5% |
| 3M | +11.9% | +11.0% | +0.9% | +5.7% |
| 6M | -12.3% | +22.3% | -34.6% | -21.8% |
| YTD | -23.8% | +65.1% | -88.9% | -41.0% |
| 1Y | -45.4% | +53.1% | -98.5% | -56.6% |
| 3Y | +109.9% | +46.7% | +63.2% | +62.9% |
| 5Y | -30.6% | +155.5% | -186.1% | -53.0% |
| All | -30.6% | +149.9% | -180.6% | -53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling