+117.4%
COIN vs XLRE
+31.2%
+86.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +0.9% |
| 7D | -5.1% | -1.2% | -3.9% | -4.0% |
| 30D | +17.6% | -2.4% | +20.0% | +20.5% |
| 3M | +9.2% | -2.5% | +11.7% | +11.7% |
| 6M | -11.8% | +4.0% | -15.7% | -15.5% |
| YTD | -22.5% | +9.3% | -31.8% | -29.0% |
| 1Y | -45.9% | +5.6% | -51.5% | -48.8% |
| 3Y | +117.4% | +31.3% | +86.1% | +67.2% |
| All | +117.4% | +31.2% | +86.2% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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