-36.1%
HOOD vs CAG
-6.8%
-29.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.0% | -3.9% | +3.7% |
| 7D | -4.4% | +9.7% | -14.1% | -1.8% |
| 30D | -23.4% | +15.8% | -39.2% | -19.9% |
| 3M | -6.5% | +1.8% | -8.3% | -6.1% |
| 6M | +14.2% | +11.5% | +2.7% | +17.9% |
| YTD | -22.7% | -6.7% | -16.0% | -28.0% |
| 1Y | -36.1% | -5.6% | -30.5% | -41.6% |
| All | -36.1% | -6.8% | -29.3% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 1y: compounded portfolio wealth divided by compounded CAG 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…
1y analysis · Full analysis span regression · 6 months rolling