-50.7%
COIN vs SRE
-7.5%
-43.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.9% | +7.0% | +3.6% |
| 7D | -6.7% | -2.1% | -4.6% | -7.0% |
| 30D | -19.5% | +6.1% | -25.6% | -18.9% |
| 3M | +0.5% | -3.5% | +4.0% | +0.2% |
| 6M | -25.4% | -10.8% | -14.6% | -24.4% |
| YTD | -33.0% | -4.0% | -29.0% | -35.2% |
| 1Y | -50.7% | -7.7% | -43.0% | -50.3% |
| All | -50.7% | -7.5% | -43.2% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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