+277.4%
SOXX vs COIN
-54.0%
+331.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.5% |
| 7D | +1.4% | -5.1% | +6.5% | +2.4% |
| 30D | -3.6% | +17.6% | -21.2% | -7.2% |
| 3M | -10.2% | +9.2% | -19.4% | -12.7% |
| 6M | +54.2% | -11.8% | +66.0% | +55.1% |
| YTD | +75.2% | -22.5% | +97.7% | +78.6% |
| 1Y | +107.5% | -45.9% | +153.4% | +126.1% |
| 3Y | +226.8% | +117.4% | +109.4% | +146.5% |
| 5Y | +251.2% | -29.4% | +280.6% | +194.4% |
| All | +277.4% | -54.0% | +331.4% | +210.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling