+250.7%
HOOD vs CB
+117.7%
+133.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.9% |
| 7D | +17.1% | +0.5% | +16.6% | +17.1% |
| 30D | +31.6% | -3.1% | +34.7% | +31.9% |
| 3M | +38.2% | +9.0% | +29.3% | +36.9% |
| 6M | +48.5% | +2.9% | +45.7% | +48.1% |
| YTD | +8.0% | +10.1% | -2.1% | +6.3% |
| 1Y | +18.7% | +22.8% | -4.1% | +14.1% |
| 3Y | +999.1% | +73.8% | +925.3% | +829.3% |
| 5Y | +181.7% | +99.2% | +82.5% | +117.1% |
| All | +250.7% | +117.7% | +133.0% | +236.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 all: compounded portfolio wealth divided by compounded CB 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…
all analysis · Full analysis span regression · 6 months rolling