+60.5%
XOM vs COIN
+113.7%
-53.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | +0.5% |
| 7D | +4.1% | -5.1% | +9.2% | +4.1% |
| 30D | +4.6% | +17.6% | -13.0% | +4.5% |
| 3M | +14.0% | +9.2% | +4.7% | +13.9% |
| 6M | +11.0% | -11.8% | +22.7% | +11.1% |
| YTD | +40.7% | -22.5% | +63.2% | +41.1% |
| 1Y | +52.3% | -45.9% | +98.2% | +53.6% |
| 3Y | +60.5% | +117.4% | -56.9% | +50.2% |
| All | +60.5% | +113.7% | -53.3% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling