-45.9%
COIN vs ULTA
+5.8%
-51.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.1% |
| 7D | -5.1% | -3.1% | -2.0% | -4.2% |
| 30D | +17.6% | +2.8% | +14.8% | +16.6% |
| 3M | +9.2% | +14.8% | -5.5% | +4.8% |
| 6M | -11.8% | -16.2% | +4.5% | -7.0% |
| YTD | -22.5% | -9.6% | -12.9% | -20.6% |
| 1Y | -45.9% | +4.8% | -50.7% | -46.8% |
| All | -45.9% | +5.8% | -51.7% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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