+117.4%
COIN vs WCC
+130.1%
-12.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | -0.5% |
| 7D | -5.1% | +1.5% | -6.6% | -6.0% |
| 30D | +17.6% | -2.1% | +19.7% | +18.7% |
| 3M | +9.2% | +3.8% | +5.4% | +4.6% |
| 6M | -11.8% | +35.0% | -46.7% | -30.5% |
| YTD | -22.5% | +46.4% | -68.9% | -42.3% |
| 1Y | -45.9% | +63.0% | -108.9% | -63.0% |
| 3Y | +117.4% | +133.9% | -16.6% | +15.6% |
| All | +117.4% | +130.1% | -12.7% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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