+391.5%
LRCX vs COIN
-54.0%
+445.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.3% |
| 7D | -3.1% | -5.1% | +2.0% | -2.1% |
| 30D | -8.6% | +17.6% | -26.1% | -12.0% |
| 3M | -17.7% | +9.2% | -26.9% | -20.1% |
| 6M | +36.4% | -11.8% | +48.1% | +37.3% |
| YTD | +74.5% | -22.5% | +97.0% | +78.3% |
| 1Y | +159.4% | -45.9% | +205.3% | +183.7% |
| 3Y | +361.6% | +117.4% | +244.2% | +241.2% |
| 5Y | +425.2% | -29.4% | +454.7% | +331.1% |
| All | +391.5% | -54.0% | +445.5% | +290.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling