-39.8%
COIN vs RTX
+28.8%
-68.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.0% |
| 7D | +3.4% | -5.2% | +8.5% | +4.6% |
| 30D | +23.2% | -9.4% | +32.6% | +25.6% |
| 3M | +12.5% | +12.3% | +0.2% | +5.6% |
| 6M | -11.6% | -3.1% | -8.5% | -12.2% |
| YTD | -18.4% | +10.7% | -29.0% | -22.6% |
| 1Y | -39.8% | +28.4% | -68.2% | -43.2% |
| All | -39.8% | +28.8% | -68.6% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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