+117.4%
COIN vs XEL
+46.5%
+70.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -5.1% | -0.3% | -4.8% | -5.1% |
| 30D | +17.6% | -3.9% | +21.5% | +17.8% |
| 3M | +9.2% | -2.8% | +12.1% | +9.3% |
| 6M | -11.8% | -5.4% | -6.4% | -11.6% |
| YTD | -22.5% | +3.8% | -26.3% | -22.8% |
| 1Y | -45.9% | +6.8% | -52.7% | -46.1% |
| 3Y | +117.4% | +45.6% | +71.8% | +116.6% |
| All | +117.4% | +46.5% | +70.9% | +116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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