-30.6%
COIN vs UAL
+127.4%
-158.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | -10.6% | -2.0% | -8.6% | -9.5% |
| 30D | +16.0% | -15.7% | +31.6% | +28.8% |
| 3M | +11.9% | +3.6% | +8.3% | +7.1% |
| 6M | -12.3% | +16.9% | -29.2% | -25.3% |
| YTD | -23.8% | -4.8% | -19.1% | -26.1% |
| 1Y | -45.4% | -0.9% | -44.4% | -48.7% |
| 3Y | +109.9% | +124.5% | -14.6% | -0.4% |
| 5Y | -30.6% | +140.2% | -170.8% | -67.7% |
| All | -30.6% | +127.4% | -158.1% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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