-39.8%
COIN vs XLV
+27.5%
-67.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.1% | -3.5% |
| 7D | +3.4% | +0.2% | +3.2% | +3.3% |
| 30D | +23.2% | +4.4% | +18.7% | +19.6% |
| 3M | +12.5% | +13.2% | -0.7% | +2.9% |
| 6M | -11.6% | +10.1% | -21.7% | -17.8% |
| YTD | -18.4% | +11.7% | -30.1% | -25.0% |
| 1Y | -39.8% | +26.9% | -66.8% | -50.9% |
| All | -39.8% | +27.5% | -67.3% | -50.9% |
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