COIN (COIN)

Daily ERM3 factor decomposition: how much of COIN's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$160.43
Market cap
$43.0B
23-day vol
71.4%
Sector proxy
XLF
Subsector proxy
IAI

Risk DNA

40% of COIN's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 26.7%Sector 0.0%Subsector 13.8%Stock-specific 59.5%

ETF hedge ratios

Dollars of ETF to short per $1 of COIN held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLF)Subsector (IAI)Explained risk
L1$-2.9426.7%
L2$-2.65$-0.3926.6%
L3$-1.67$0.61$-1.5340.4%

Data as of June 12, 2026. Updated daily from the ERM3 pipeline.

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