+1,190.6%
STX vs COIN
-54.1%
+1,244.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.3% | -1.7% |
| 7D | +9.6% | -0.1% | +9.7% | +9.4% |
| 30D | +10.6% | +17.5% | -6.9% | +7.6% |
| 3M | +4.8% | +12.4% | -7.6% | +2.2% |
| 6M | +137.3% | -12.5% | +149.8% | +138.2% |
| YTD | +222.5% | -22.7% | +245.2% | +226.4% |
| 1Y | +366.2% | -45.2% | +411.4% | +392.5% |
| 3Y | +1,352.9% | +112.8% | +1,240.1% | +1,086.4% |
| 5Y | +1,077.4% | -31.9% | +1,109.3% | +887.6% |
| All | +1,190.6% | -54.1% | +1,244.7% | +995.5% |
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