+47.0%
CVX vs COIN
-52.5%
+99.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.2% | -7.8% | -3.5% |
| 7D | -5.3% | -6.7% | +1.3% | -5.6% |
| 30D | +5.1% | -19.5% | +24.6% | +4.3% |
| 3M | +14.9% | +0.5% | +14.4% | +14.9% |
| 6M | +14.9% | -25.4% | +40.2% | +14.6% |
| YTD | +46.3% | -33.0% | +79.3% | +50.7% |
| 1Y | +47.0% | -50.7% | +97.7% | +53.0% |
| All | +47.0% | -52.5% | +99.5% | +53.0% |
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