+49.9%
XLE vs COIN
-52.5%
+102.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.2% | -8.9% | -4.6% |
| 7D | -7.2% | -6.7% | -0.5% | -7.4% |
| 30D | +0.1% | -19.5% | +19.6% | -0.4% |
| 3M | +9.2% | +0.5% | +8.7% | +9.2% |
| 6M | +8.4% | -25.4% | +33.7% | +8.4% |
| YTD | +44.9% | -33.0% | +77.9% | +48.6% |
| 1Y | +49.9% | -50.7% | +100.6% | +56.9% |
| All | +49.9% | -52.5% | +102.4% | +56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling