+113.0%
HOOD vs CASY
+250.1%
-137.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.3% |
| 7D | -4.8% | +1.1% | -5.9% | -5.3% |
| 30D | -26.1% | +8.7% | -34.8% | -28.6% |
| 3M | -10.8% | -17.3% | +6.5% | -5.1% |
| 6M | +2.4% | -19.7% | +22.1% | +8.7% |
| YTD | -28.5% | +24.8% | -53.3% | -39.5% |
| 1Y | -36.3% | +31.9% | -68.2% | -48.0% |
| 3Y | +743.7% | +155.4% | +588.3% | +410.0% |
| All | +113.0% | +250.1% | -137.1% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling