-57.2%
COIN vs XLV
+30.0%
-87.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.5% | -7.2% | -8.0% |
| 7D | -14.8% | +0.5% | -15.3% | -14.8% |
| 30D | -26.3% | +10.7% | -37.0% | -30.8% |
| 3M | -8.7% | +13.1% | -21.8% | -15.2% |
| 6M | -30.8% | +28.3% | -59.1% | -40.9% |
| YTD | -39.5% | +20.9% | -60.4% | -46.7% |
| 1Y | -57.2% | +29.1% | -86.2% | -63.2% |
| All | -57.2% | +30.0% | -87.1% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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