All Collections
Using Portfolio
How Is The All-Time Portfolio P/L Calculated, and Why the Percentage Value Might Seem Not to Be Coherent with the Absolute Value?
How Is The All-Time Portfolio P/L Calculated, and Why the Percentage Value Might Seem Not to Be Coherent with the Absolute Value? Written by Mariam
Updated over a week ago

All-Time P/L is an essential metric for understanding the overall portfolio performance, and in this article we'll fully cover its calculation logic.

Note: the photo doesn't have anything to do with the example below; it just shows where to find the All-Time P/L for the portfolio

Firstly, let's introduce a scenario for your portfolio:

1. You bought ETH at \$2,000
2. You sold ETH at \$2,500
3. You bought ETH at \$3,000
The current price of ETH is \$2,750

4. You bought BTC at \$30,000
5. You sold BTC at \$40,000
6. You bought BTC at \$45,000
The current price of BTC is \$47,000

So you have 1 ETH worth \$2750 and 1 BTC worth \$47,000 in your portfolio.

Your All-Time P/L will be calculated by adding up the All-Time P'L figures for ETH and BTC.

The All-Time P/L for a coin is calculated as follows:

Current Worth of Current Holdings + Sell Transactions' Total Worth - Buy Transactions' Total Worth.

Thus, the All-Time P/L for ETH is:

\$2,750 + \$2,500 - (\$3,000 + \$2,000) = \$5,250 - \$5,000 = \$250

The All-Time P/L for BTC is:

\$47,000 + \$40,000 - (\$30,000 + \$45,000) = \$87,000 - \$75,000 = \$12,000

Thus, the All-Time P/L for the portfolio is \$12,000 + \$250 = \$12,250.

Now, we need to clarify what the Percentage P/L will be.

\$2,000 + \$3,000 + \$30,000 + \$45,000 = \$80,000

So this is the overall amount that you invested in buying coins, and the return on this amount is \$12,250, so the All-Time P/L percentage will be

12,250/80,000 * 100 = 15.3 %

While at first, you might have guessed that the percentage should be related to your current portfolio value (\$3,000 + \$45,000 = \$48,000), it is, in fact, not correlated to it at all. It depends on your purchase costs (total worth) for all your buy transactions and the All-Time P/L figures for the individual coins in your portfolio.

Feel free to contact us from the in-app chat or at support@coinstats.app if you have any further questions. 🧡