-45.5%
COIN vs OVV
+208.5%
-254.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.7% |
| 7D | +1.2% | -3.7% | +4.9% | +2.6% |
| 30D | +16.5% | +8.0% | +8.5% | +13.0% |
| 3M | +10.4% | +11.3% | -0.9% | +4.9% |
| 6M | -9.3% | +24.0% | -33.3% | -18.4% |
| YTD | -20.9% | +65.3% | -86.2% | -36.9% |
| 1Y | -40.8% | +60.2% | -101.0% | -52.5% |
| 3Y | +118.0% | +46.9% | +71.0% | +74.8% |
| 5Y | -30.7% | +158.7% | -189.4% | -46.9% |
| All | -45.5% | +208.5% | -254.0% | -57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling