+123.6%
HOOD vs C
+116.9%
+6.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.2% | -4.3% |
| 7D | -3.8% | +4.2% | -7.9% | -7.5% |
| 30D | -23.0% | +2.0% | -25.0% | -24.1% |
| 3M | -21.6% | -10.1% | -11.5% | -12.8% |
| 6M | +1.4% | +1.0% | +0.5% | +0.1% |
| YTD | -31.2% | +8.5% | -39.6% | -36.7% |
| 1Y | -35.9% | +25.7% | -61.7% | -49.1% |
| 3Y | +836.9% | +216.0% | +621.0% | +236.4% |
| 5Y | +121.1% | +112.3% | +8.8% | +12.2% |
| All | +123.6% | +116.9% | +6.7% | +18.1% |
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