-50.6%
ORCL vs COIN
-45.1%
-5.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.3% |
| 7D | -5.4% | -5.1% | -0.3% | -3.8% |
| 30D | -2.0% | +17.6% | -19.5% | -7.6% |
| 3M | -18.1% | +9.2% | -27.3% | -21.4% |
| 6M | -7.2% | -11.8% | +4.5% | -6.1% |
| YTD | -22.2% | -22.5% | +0.3% | -19.4% |
| 1Y | -50.6% | -45.9% | -4.7% | -43.8% |
| All | -50.6% | -45.1% | -5.6% | -43.8% |
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