-27.8%
COIN vs XOP
+158.8%
-186.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -5.1% | +2.6% | -7.7% | -6.6% |
| 30D | +17.6% | +9.6% | +8.0% | +11.3% |
| 3M | +9.2% | +20.4% | -11.1% | -3.7% |
| 6M | -11.8% | +19.9% | -31.7% | -23.9% |
| YTD | -22.5% | +56.4% | -78.9% | -44.2% |
| 1Y | -45.9% | +52.4% | -98.3% | -60.6% |
| 3Y | +117.4% | +39.9% | +77.5% | +64.9% |
| All | -27.8% | +158.8% | -186.7% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 5y: compounded portfolio wealth divided by compounded XOP 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…
5y analysis · Full analysis span regression · 6 months rolling