-39.8%
COIN vs RY
+46.1%
-85.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.4% |
| 7D | +3.4% | +3.1% | +0.2% | +0.1% |
| 30D | +23.2% | -0.3% | +23.5% | +23.1% |
| 3M | +12.5% | +8.7% | +3.8% | -1.0% |
| 6M | -11.6% | +28.5% | -40.2% | -40.7% |
| YTD | -18.4% | +25.1% | -43.5% | -41.9% |
| 1Y | -39.8% | +46.3% | -86.1% | -65.2% |
| All | -39.8% | +46.1% | -85.9% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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