+157.4%
CVX vs COIN
-54.0%
+211.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.6% |
| 7D | +2.6% | -5.1% | +7.7% | +2.8% |
| 30D | +9.8% | +17.6% | -7.8% | +9.2% |
| 3M | +16.2% | +9.2% | +7.0% | +15.7% |
| 6M | +13.6% | -11.8% | +25.4% | +13.6% |
| YTD | +44.4% | -22.5% | +66.9% | +44.7% |
| 1Y | +40.6% | -45.9% | +86.5% | +42.5% |
| 3Y | +48.2% | +117.4% | -69.2% | +39.2% |
| 5Y | +172.3% | -29.4% | +201.7% | +155.5% |
| All | +157.4% | -54.0% | +211.4% | +138.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling