+225.5%
HOOD vs CDNS
+97.1%
+128.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | -9.1% | -6.5% | -2.6% | -4.4% |
| 30D | +20.1% | -13.0% | +33.1% | +33.0% |
| 3M | +31.2% | -26.0% | +57.2% | +64.0% |
| 6M | +44.3% | -2.8% | +47.2% | +43.8% |
| YTD | +0.2% | -8.8% | +9.0% | +3.7% |
| 1Y | -3.5% | -15.8% | +12.3% | +6.5% |
| 3Y | +955.2% | +19.7% | +935.5% | +748.9% |
| 5Y | +175.3% | +70.8% | +104.5% | +56.3% |
| All | +225.5% | +97.1% | +128.4% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 10y: compounded portfolio wealth divided by compounded CDNS 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…
10y analysis · Full analysis span regression · 6 months rolling