+38.2%
QCOM vs COIN
-33.0%
+71.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | +4.9% | -10.6% | +15.5% | +7.0% |
| 30D | +9.3% | +16.0% | -6.6% | +5.9% |
| 3M | -7.0% | +11.9% | -18.9% | -9.7% |
| 6M | +32.0% | -12.3% | +44.4% | +32.9% |
| YTD | +5.0% | -23.8% | +28.8% | +7.3% |
| 1Y | +13.6% | -45.4% | +59.0% | +22.5% |
| 3Y | +77.6% | +109.9% | -32.3% | +36.6% |
| 5Y | +38.2% | -30.6% | +68.8% | +25.8% |
| All | +38.2% | -33.0% | +71.3% | +25.8% |
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 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