+117.4%
COIN vs SCHD
+54.6%
+62.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.2% |
| 7D | -5.1% | -2.0% | -3.1% | -2.2% |
| 30D | +17.6% | -0.4% | +18.0% | +18.5% |
| 3M | +9.2% | +5.7% | +3.5% | +0.2% |
| 6M | -11.8% | +11.9% | -23.6% | -26.1% |
| YTD | -22.5% | +26.4% | -48.9% | -46.9% |
| 1Y | -45.9% | +27.6% | -73.5% | -63.5% |
| 3Y | +117.4% | +54.9% | +62.4% | +4.9% |
| All | +117.4% | +54.6% | +62.8% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling