+113.3%
CSCO vs HOOD
+181.8%
-68.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.8% |
| 7D | -0.7% | +17.1% | -17.8% | -2.5% |
| 30D | -10.1% | +31.6% | -41.7% | -13.0% |
| 3M | -15.7% | +38.2% | -53.9% | -19.2% |
| 6M | +36.3% | +48.5% | -12.3% | +28.7% |
| YTD | +43.8% | +8.0% | +35.9% | +39.8% |
| 1Y | +63.9% | +18.7% | +45.3% | +56.4% |
| 3Y | +104.4% | +999.1% | -894.7% | +50.7% |
| All | +113.3% | +181.8% | -68.5% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 5y: compounded portfolio wealth divided by compounded HOOD 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…
5y analysis · Full analysis span regression · 6 months rolling