+132.4%
HOOD vs CB
+133.3%
-1.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.3% |
| 7D | -4.8% | +0.2% | -5.0% | -4.8% |
| 30D | -26.1% | +9.1% | -35.2% | -26.6% |
| 3M | -10.8% | +3.4% | -14.2% | -11.0% |
| 6M | +2.4% | +14.1% | -11.7% | +1.1% |
| YTD | -28.5% | +18.0% | -46.5% | -29.9% |
| 1Y | -36.3% | +30.1% | -66.5% | -38.9% |
| 3Y | +743.7% | +71.8% | +671.9% | +632.6% |
| 5Y | +118.6% | +101.8% | +16.8% | +71.3% |
| All | +132.4% | +133.3% | -1.0% | +122.0% |
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