-39.8%
COIN vs SOXQ
+111.3%
-151.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.4% | -7.5% | -6.1% |
| 7D | +3.4% | +2.3% | +1.0% | +2.0% |
| 30D | +23.2% | -2.3% | +25.4% | +24.8% |
| 3M | +12.5% | -13.8% | +26.3% | +18.1% |
| 6M | -11.6% | +48.6% | -60.2% | -46.0% |
| YTD | -18.4% | +66.0% | -84.3% | -55.8% |
| 1Y | -39.8% | +107.9% | -147.7% | -74.2% |
| All | -39.8% | +111.3% | -151.1% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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