-28.0%
ORCL vs COIN
-38.9%
+10.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.2% | +7.3% | +4.4% |
| 7D | +5.3% | +3.4% | +1.9% | +4.0% |
| 30D | +10.0% | +23.2% | -13.2% | +2.4% |
| 3M | -32.6% | +12.5% | -45.1% | -35.7% |
| 6M | +4.9% | -11.6% | +16.6% | +5.9% |
| YTD | -17.8% | -18.4% | +0.6% | -16.6% |
| 1Y | -28.0% | -39.8% | +11.8% | -16.2% |
| All | -28.0% | -38.9% | +10.9% | -16.2% |
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