-50.7%
COIN vs SCHD
+42.1%
-92.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +3.0% |
| 7D | -6.7% | +3.2% | -9.9% | -8.7% |
| 30D | -19.5% | +10.7% | -30.2% | -25.6% |
| 3M | +0.5% | +7.8% | -7.3% | -4.7% |
| 6M | -25.4% | +16.7% | -42.1% | -34.2% |
| YTD | -33.0% | +35.3% | -68.3% | -51.3% |
| 1Y | -50.7% | +41.8% | -92.5% | -67.3% |
| All | -50.7% | +42.1% | -92.8% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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