+888.2%
HOOD vs CASY
+156.4%
+731.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.7% |
| 7D | -5.1% | +5.0% | -10.1% | -6.7% |
| 30D | -25.4% | +8.2% | -33.6% | -27.6% |
| 3M | -14.0% | -18.2% | +4.2% | -8.1% |
| 6M | +5.6% | -18.6% | +24.2% | +12.0% |
| YTD | -28.1% | +26.8% | -54.9% | -41.0% |
| 1Y | -40.1% | +31.6% | -71.7% | -52.4% |
| 3Y | +888.2% | +156.5% | +731.7% | +462.8% |
| All | +888.2% | +156.4% | +731.8% | +462.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 3y: compounded portfolio wealth divided by compounded CASY 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…
3y analysis · Full analysis span regression · 6 months rolling