+179.3%
HOOD vs CBOE
+146.7%
+32.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBOE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | +7.7% | -0.8% | +8.5% | +7.8% |
| 30D | +22.0% | +2.7% | +19.3% | +21.9% |
| 3M | +37.6% | +0.7% | +36.9% | +37.9% |
| 6M | +45.3% | -2.0% | +47.3% | +45.4% |
| YTD | +1.9% | +17.1% | -15.2% | +0.2% |
| 1Y | -2.7% | +26.5% | -29.2% | -5.0% |
| 3Y | +973.4% | +96.1% | +877.2% | +752.1% |
| 5Y | +179.3% | +149.3% | +30.0% | +81.7% |
| All | +179.3% | +146.7% | +32.6% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CBOE.
Daily Out/Under-Performance
Portfolio return minus CBOE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBOE 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 CBOE 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