-12.8%
SHOP vs COIN
-28.9%
+16.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.1% |
| 7D | -11.2% | -5.1% | -6.2% | -9.3% |
| 30D | -14.4% | +17.6% | -32.0% | -20.2% |
| 3M | +16.6% | +9.2% | +7.3% | +10.6% |
| 6M | -0.6% | -11.8% | +11.2% | +1.2% |
| YTD | -20.0% | -22.5% | +2.5% | -16.1% |
| 1Y | -11.2% | -45.9% | +34.7% | +6.2% |
| 3Y | +99.5% | +117.4% | -17.9% | +2.4% |
| All | -12.8% | -28.9% | +16.1% | -28.8% |
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