+110.0%
ORCL vs COIN
-54.0%
+164.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.0% |
| 7D | -5.4% | -5.1% | -0.3% | -4.7% |
| 30D | -2.0% | +17.6% | -19.5% | -4.2% |
| 3M | -18.1% | +9.2% | -27.3% | -19.4% |
| 6M | -7.2% | -11.8% | +4.5% | -6.5% |
| YTD | -22.2% | -22.5% | +0.3% | -20.8% |
| 1Y | -50.6% | -45.9% | -4.7% | -48.0% |
| 3Y | +22.9% | +117.4% | -94.5% | +10.2% |
| 5Y | +79.3% | -29.4% | +108.7% | +62.7% |
| All | +110.0% | -54.0% | +164.0% | +89.7% |
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