+250.7%
HOOD vs CDE
+172.6%
+78.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.5% |
| 7D | +17.1% | +0.5% | +16.6% | +17.0% |
| 30D | +31.6% | +21.9% | +9.7% | +23.8% |
| 3M | +38.2% | +14.9% | +23.3% | +31.5% |
| 6M | +48.5% | -10.5% | +59.0% | +50.3% |
| YTD | +8.0% | +19.3% | -11.3% | 0.0% |
| 1Y | +18.7% | +50.8% | -32.2% | +0.7% |
| 3Y | +999.1% | +782.3% | +216.8% | +461.7% |
| 5Y | +181.7% | +191.7% | -10.0% | +39.4% |
| All | +250.7% | +172.6% | +78.1% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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