-45.9%
COIN vs XLU
+3.1%
-49.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -5.1% | -1.6% | -3.5% | -4.6% |
| 30D | +17.6% | -3.3% | +20.9% | +18.8% |
| 3M | +9.2% | -3.2% | +12.4% | +9.2% |
| 6M | -11.8% | -7.0% | -4.8% | -9.4% |
| YTD | -22.5% | +0.6% | -23.1% | -26.4% |
| 1Y | -45.9% | +2.4% | -48.3% | -45.7% |
| All | -45.9% | +3.1% | -49.0% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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