+139.3%
HOOD vs C
+113.3%
+26.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +0.5% |
| 7D | -0.6% | -0.9% | +0.3% | +0.6% |
| 30D | -23.6% | -5.4% | -18.2% | -19.2% |
| 3M | -10.7% | -9.2% | -1.5% | -1.6% |
| 6M | +8.2% | -1.8% | +10.0% | +9.7% |
| YTD | -26.3% | +6.7% | -33.0% | -31.1% |
| 1Y | -36.1% | +23.5% | -59.6% | -48.2% |
| 3Y | +950.7% | +219.8% | +730.9% | +274.7% |
| 5Y | +127.0% | +112.4% | +14.6% | +15.8% |
| All | +139.3% | +113.3% | +26.0% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling