-57.2%
COIN vs XBI
+38.5%
-95.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -6.7% | -3.0% | -3.1% |
| 7D | -14.8% | -6.0% | -8.9% | -9.1% |
| 30D | -26.3% | -1.7% | -24.7% | -24.7% |
| 3M | -8.7% | -3.0% | -5.7% | -6.0% |
| 6M | -30.8% | +11.0% | -41.8% | -38.0% |
| YTD | -39.5% | +21.8% | -61.3% | -50.4% |
| 1Y | -57.2% | +36.5% | -93.6% | -69.3% |
| All | -57.2% | +38.5% | -95.7% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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