-27.8%
COIN vs SPXU
-86.1%
+58.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | -0.5% |
| 7D | -5.1% | +2.5% | -7.6% | -2.8% |
| 30D | +17.6% | +4.2% | +13.4% | +23.1% |
| 3M | +9.2% | -9.3% | +18.5% | +2.2% |
| 6M | -11.8% | -30.7% | +18.9% | -32.8% |
| YTD | -22.5% | -28.1% | +5.6% | -37.0% |
| 1Y | -45.9% | -35.2% | -10.7% | -58.4% |
| 3Y | +117.4% | -79.9% | +197.3% | -17.3% |
| All | -27.8% | -86.1% | +58.3% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling