-39.8%
COIN vs SHEL
+32.9%
-72.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.9% | -4.3% |
| 7D | +3.4% | +2.2% | +1.1% | +2.7% |
| 30D | +23.2% | +6.8% | +16.3% | +21.0% |
| 3M | +12.5% | +8.1% | +4.4% | +10.2% |
| 6M | -11.6% | +14.4% | -26.0% | -19.0% |
| YTD | -18.4% | +30.0% | -48.3% | -31.7% |
| 1Y | -39.8% | +33.3% | -73.1% | -48.5% |
| All | -39.8% | +32.9% | -72.7% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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