+46.0%
XOM vs COIN
-38.9%
+84.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.2% | +2.5% | -1.9% |
| 7D | +1.8% | +3.4% | -1.6% | +1.9% |
| 30D | +5.9% | +23.2% | -17.3% | +6.9% |
| 3M | +5.6% | +12.5% | -6.9% | +6.4% |
| 6M | +7.9% | -11.6% | +19.5% | +8.4% |
| YTD | +35.2% | -18.4% | +53.5% | +37.2% |
| 1Y | +46.0% | -39.8% | +85.8% | +51.8% |
| All | +46.0% | -38.9% | +84.8% | +51.8% |
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 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