+117.4%
COIN vs VLO
+196.5%
-79.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.3% |
| 7D | -5.1% | +5.3% | -10.4% | -6.7% |
| 30D | +17.6% | +18.2% | -0.6% | +11.1% |
| 3M | +9.2% | +53.3% | -44.1% | -6.4% |
| 6M | -11.8% | +70.4% | -82.2% | -28.9% |
| YTD | -22.5% | +143.4% | -165.9% | -46.8% |
| 1Y | -45.9% | +153.0% | -198.9% | -63.9% |
| 3Y | +117.4% | +195.0% | -77.6% | +31.3% |
| All | +117.4% | +196.5% | -79.1% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 3y: compounded portfolio wealth divided by compounded VLO 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…
3y analysis · Full analysis span regression · 6 months rolling