+37.5%
CVX vs COIN
-38.9%
+76.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -1.4% |
| 7D | +3.3% | +3.4% | 0.0% | +3.4% |
| 30D | +12.9% | +23.2% | -10.3% | +13.5% |
| 3M | +11.7% | +12.5% | -0.8% | +12.2% |
| 6M | +14.1% | -11.6% | +25.8% | +14.9% |
| YTD | +40.7% | -18.4% | +59.0% | +43.0% |
| 1Y | +37.5% | -39.8% | +77.3% | +43.2% |
| All | +37.5% | -38.9% | +76.4% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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