-39.8%
COIN vs XBI
+75.8%
-115.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.8% | -3.8% |
| 7D | +3.4% | +0.9% | +2.5% | +2.3% |
| 30D | +23.2% | +7.1% | +16.1% | +14.4% |
| 3M | +12.5% | +22.9% | -10.4% | -10.3% |
| 6M | -11.6% | +29.7% | -41.3% | -33.5% |
| YTD | -18.4% | +34.5% | -52.8% | -41.2% |
| 1Y | -39.8% | +76.1% | -115.9% | -68.9% |
| All | -39.8% | +75.8% | -115.6% | -68.9% |
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