+189.8%
HOOD vs C
+128.9%
+60.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.8% |
| 7D | +17.1% | +3.6% | +13.5% | +13.4% |
| 30D | +31.6% | +0.1% | +31.5% | +31.8% |
| 3M | +38.2% | +2.4% | +35.8% | +34.6% |
| 6M | +48.5% | +24.9% | +23.6% | +18.6% |
| YTD | +8.0% | +19.8% | -11.8% | -10.1% |
| 1Y | +18.7% | +44.9% | -26.2% | -18.3% |
| 3Y | +999.1% | +263.0% | +736.1% | +243.3% |
| All | +189.8% | +128.9% | +60.9% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling