+204.9%
HOOD vs CAG
-39.8%
+244.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.2% |
| 7D | +17.1% | -3.8% | +20.9% | +16.5% |
| 30D | +31.6% | +3.1% | +28.5% | +32.2% |
| 3M | +38.2% | +23.5% | +14.8% | +43.3% |
| 6M | +48.5% | -14.8% | +63.4% | +45.5% |
| YTD | +8.0% | -5.4% | +13.4% | +7.3% |
| 1Y | +18.7% | -11.8% | +30.5% | +17.2% |
| 3Y | +999.1% | -36.7% | +1,035.8% | +948.0% |
| All | +204.9% | -39.8% | +244.7% | +188.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling