+75.8%
ORCL vs COIN
-66.5%
+142.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.1% |
| 3M | -19.5% | -17.1% | -2.4% | -17.7% |
| 6M | -33.5% | -36.7% | +3.3% | -29.9% |
| YTD | -34.8% | -43.6% | +8.7% | -31.0% |
| 1Y | -41.6% | -54.9% | +13.3% | -36.7% |
| 3Y | +13.8% | +37.8% | -24.0% | +7.7% |
| 5Y | +43.4% | -62.8% | +106.2% | +36.2% |
| All | +75.8% | -66.5% | +142.3% | +65.4% |
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