+125.1%
HOOD vs AXP
+102.1%
+23.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.3% | -8.0% | -8.2% |
| 7D | -14.4% | +0.4% | -14.8% | -14.6% |
| 30D | -30.0% | +7.0% | -37.0% | -34.3% |
| 3M | -15.5% | -6.6% | -8.9% | -10.0% |
| 6M | +1.8% | +3.5% | -1.7% | -1.3% |
| YTD | -30.7% | -11.2% | -19.5% | -22.7% |
| 1Y | -45.0% | -10.2% | -34.8% | -39.4% |
| 3Y | +709.0% | +120.0% | +588.9% | +342.3% |
| 5Y | +111.8% | +95.6% | +16.2% | +22.9% |
| All | +125.1% | +102.1% | +23.0% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 all: compounded portfolio wealth divided by compounded AXP 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…
all analysis · Full analysis span regression · 6 months rolling