+48.3%
XLE vs COIN
-38.9%
+87.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.9% |
| 7D | +2.2% | +3.4% | -1.2% | +2.3% |
| 30D | +11.8% | +23.2% | -11.4% | +12.2% |
| 3M | +9.8% | +12.5% | -2.7% | +10.2% |
| 6M | +15.6% | -11.6% | +27.2% | +16.4% |
| YTD | +45.3% | -18.4% | +63.6% | +47.1% |
| 1Y | +48.3% | -39.8% | +88.1% | +54.9% |
| All | +48.3% | -38.9% | +87.2% | +54.9% |
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