-27.8%
COIN vs SU
+348.9%
-376.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | -5.1% | +2.2% | -7.3% | -5.7% |
| 30D | +17.6% | +8.4% | +9.2% | +14.6% |
| 3M | +9.2% | +12.1% | -2.8% | +4.7% |
| 6M | -11.8% | +19.7% | -31.4% | -18.1% |
| YTD | -22.5% | +58.4% | -80.9% | -34.9% |
| 1Y | -45.9% | +67.2% | -113.1% | -55.5% |
| 3Y | +117.4% | +125.0% | -7.6% | +57.6% |
| All | -27.8% | +348.9% | -376.8% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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