+42.7%
ORCL vs COIN
-63.0%
+105.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.1% |
| 7D | +8.0% | -5.3% | +13.2% | +8.8% |
| 30D | -4.0% | -26.2% | +22.2% | +0.2% |
| 3M | -19.5% | -17.1% | -2.4% | -17.6% |
| 6M | -33.5% | -36.7% | +3.3% | -29.7% |
| YTD | -34.8% | -43.6% | +8.7% | -30.8% |
| 1Y | -41.6% | -54.9% | +13.3% | -36.4% |
| 3Y | +13.8% | +37.8% | -24.0% | +7.1% |
| All | +42.7% | -63.0% | +105.7% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling