-46.6%
COIN vs SCHD
+66.4%
-113.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.0% |
| 7D | -5.1% | -2.0% | -3.1% | -1.3% |
| 30D | +17.6% | -0.4% | +18.0% | +18.7% |
| 3M | +9.2% | +5.7% | +3.5% | -2.7% |
| 6M | -11.8% | +11.9% | -23.6% | -30.1% |
| YTD | -22.5% | +26.4% | -48.9% | -52.4% |
| 1Y | -45.9% | +27.6% | -73.5% | -67.5% |
| 3Y | +117.4% | +54.9% | +62.4% | -15.8% |
| 5Y | -29.4% | +60.9% | -90.4% | -69.8% |
| All | -46.6% | +66.4% | -113.1% | -77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling