+117.4%
COIN vs XBI
+99.0%
+18.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.1% |
| 7D | -5.1% | -4.6% | -0.4% | -0.3% |
| 30D | +17.6% | -2.0% | +19.6% | +19.8% |
| 3M | +9.2% | +17.8% | -8.5% | -8.3% |
| 6M | -11.8% | +23.7% | -35.5% | -29.4% |
| YTD | -22.5% | +28.2% | -50.7% | -40.4% |
| 1Y | -45.9% | +64.0% | -109.9% | -67.7% |
| 3Y | +117.4% | +99.4% | +18.0% | +12.1% |
| All | +117.4% | +99.0% | +18.4% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling