-50.7%
COIN vs XLC
-5.6%
-45.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.5% | +0.7% | -0.5% |
| 7D | -6.7% | +1.8% | -8.4% | -8.8% |
| 30D | -19.5% | -6.0% | -13.6% | -12.7% |
| 3M | +0.5% | -6.0% | +6.5% | +8.9% |
| 6M | -25.4% | -9.1% | -16.3% | -13.8% |
| YTD | -33.0% | -10.0% | -23.0% | -20.6% |
| 1Y | -50.7% | -5.8% | -44.9% | -48.3% |
| All | -50.7% | -5.6% | -45.1% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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