+125.1%
HOOD vs CB
+137.6%
-12.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.7% | -9.6% | -10.3% |
| 7D | -14.4% | +2.6% | -17.0% | -14.5% |
| 30D | -30.0% | +11.2% | -41.2% | -30.5% |
| 3M | -15.5% | +5.7% | -21.3% | -15.9% |
| 6M | +1.8% | +15.9% | -14.2% | +0.4% |
| YTD | -30.7% | +20.2% | -50.8% | -32.2% |
| 1Y | -45.0% | +32.4% | -77.4% | -47.3% |
| 3Y | +709.0% | +75.5% | +633.5% | +600.8% |
| 5Y | +111.8% | +105.5% | +6.3% | +65.8% |
| All | +125.1% | +137.6% | -12.4% | +114.9% |
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