-39.8%
COIN vs SCHW
+14.3%
-54.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.6% |
| 7D | +3.4% | -0.8% | +4.1% | +4.0% |
| 30D | +23.2% | +1.5% | +21.7% | +21.7% |
| 3M | +12.5% | +24.6% | -12.1% | -4.2% |
| 6M | -11.6% | +14.5% | -26.2% | -20.5% |
| YTD | -18.4% | +10.5% | -28.8% | -24.1% |
| 1Y | -39.8% | +13.4% | -53.2% | -46.1% |
| All | -39.8% | +14.3% | -54.1% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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