-46.8%
COIN vs WMB
+302.5%
-349.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.7% |
| 7D | -0.1% | 0.0% | -0.1% | -0.3% |
| 30D | +17.5% | +4.6% | +12.9% | +12.5% |
| 3M | +12.4% | +5.7% | +6.6% | +4.7% |
| 6M | -12.5% | +4.2% | -16.7% | -18.1% |
| YTD | -22.7% | +26.8% | -49.6% | -39.0% |
| 1Y | -45.2% | +34.7% | -79.9% | -59.4% |
| 3Y | +112.8% | +146.8% | -34.0% | -1.4% |
| 5Y | -31.9% | +285.0% | -316.9% | -72.5% |
| All | -46.8% | +302.5% | -349.2% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 all: compounded portfolio wealth divided by compounded WMB 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…
all analysis · Full analysis span regression · 6 months rolling