Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • LITE vs COIN✓SelectedUSD · COINLITE vs COIN performance historyLatest closeAs of+11.04%09/08
Stock and ETF performance explorer

LITE vs COIN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,870.5%
COIN return
+119.2%
Excess return
+1,751.3%
Maximum drawdown
-50.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioCOINExcessAlpha
1D+11.0%-3.1%+14.1%+11.9%
7D+12.6%+1.2%+11.4%+11.8%
30D+9.9%+16.5%-6.6%+4.8%
3M+9.3%+10.4%-1.1%+4.9%
6M+75.2%-9.3%+84.5%+75.9%
YTD+165.5%-20.9%+186.4%+170.7%
1Y+555.0%-40.8%+595.8%+626.7%
3Y+1,870.5%+118.0%+1,752.5%+1,348.6%
All+1,870.5%+119.2%+1,751.3%+1,348.6%

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 3y: 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…

3y analysis · Full analysis span regression · 6 months rolling