-45.9%
COIN vs SCHD
+28.6%
-74.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.4% |
| 7D | -5.1% | -2.0% | -3.1% | -3.3% |
| 30D | +17.6% | -0.4% | +18.0% | +18.1% |
| 3M | +9.2% | +5.7% | +3.5% | +3.8% |
| 6M | -11.8% | +11.9% | -23.6% | -21.7% |
| YTD | -22.5% | +26.4% | -48.9% | -40.9% |
| 1Y | -45.9% | +27.6% | -73.5% | -60.2% |
| All | -45.9% | +28.6% | -74.5% | -60.2% |
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