+138.0%
HOOD vs CAH
+511.5%
-373.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.5% |
| 7D | -5.1% | +9.4% | -14.5% | -6.5% |
| 30D | -25.4% | +16.5% | -41.9% | -27.3% |
| 3M | -14.0% | +17.0% | -30.9% | -16.2% |
| 6M | +5.6% | +51.4% | -45.8% | -2.0% |
| YTD | -28.1% | +36.0% | -64.1% | -32.1% |
| 1Y | -40.1% | +36.0% | -76.2% | -43.5% |
| 3Y | +888.2% | +177.5% | +710.7% | +672.8% |
| All | +138.0% | +511.5% | -373.5% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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