-45.5%
COIN vs RSP
+62.7%
-108.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -0.5% |
| 7D | +1.2% | -0.4% | +1.6% | +2.4% |
| 30D | +16.5% | -1.5% | +18.0% | +21.5% |
| 3M | +10.4% | +4.8% | +5.6% | -2.0% |
| 6M | -9.3% | +10.3% | -19.5% | -28.9% |
| YTD | -20.9% | +14.1% | -34.9% | -42.5% |
| 1Y | -40.8% | +17.0% | -57.8% | -59.3% |
| 3Y | +118.0% | +54.2% | +63.8% | -21.1% |
| 5Y | -30.7% | +51.5% | -82.2% | -69.0% |
| All | -45.5% | +62.7% | -108.2% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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