+204.9%
HOOD vs CDNS
+78.0%
+126.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | +0.9% |
| 7D | +17.1% | -14.0% | +31.1% | +30.6% |
| 30D | +31.6% | -13.2% | +44.7% | +45.8% |
| 3M | +38.2% | -28.9% | +67.1% | +77.8% |
| 6M | +48.5% | -4.2% | +52.7% | +49.7% |
| YTD | +8.0% | -6.4% | +14.3% | +9.5% |
| 1Y | +18.7% | -16.2% | +34.9% | +31.5% |
| 3Y | +999.1% | +20.2% | +978.9% | +779.4% |
| All | +204.9% | +78.0% | +126.9% | +71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling