+545.2%
LITE vs COIN
-66.5%
+611.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.2% | -4.0% |
| 7D | +10.8% | -5.3% | +16.1% | +12.2% |
| 30D | -33.4% | -26.2% | -7.3% | -28.8% |
| 3M | -32.2% | -17.1% | -15.2% | -30.1% |
| 6M | -42.1% | -36.7% | -5.4% | -37.3% |
| YTD | +61.9% | -43.6% | +105.4% | +75.7% |
| 1Y | +163.0% | -54.9% | +217.9% | +199.4% |
| 3Y | +1,358.0% | +37.8% | +1,320.2% | +1,191.7% |
| 5Y | +549.9% | -62.8% | +612.7% | +506.9% |
| All | +545.2% | -66.5% | +611.7% | +516.4% |
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