-21.7%
COIN vs SOXQ
+286.7%
-308.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | -0.1% |
| 7D | -5.1% | +0.8% | -5.8% | -5.9% |
| 30D | +17.6% | -4.6% | +22.2% | +23.0% |
| 3M | +9.2% | -10.2% | +19.4% | +14.4% |
| 6M | -11.8% | +49.7% | -61.4% | -51.5% |
| YTD | -22.5% | +67.2% | -89.7% | -62.7% |
| 1Y | -45.9% | +98.0% | -143.9% | -78.8% |
| 3Y | +117.4% | +237.2% | -119.8% | -60.2% |
| 5Y | -29.4% | +261.3% | -290.7% | -87.6% |
| All | -21.7% | +286.7% | -308.4% | -86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling