+122.7%
HOOD vs CDW
-4.0%
+126.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -3.9% |
| 7D | -3.8% | +9.3% | -13.1% | -8.6% |
| 30D | -23.0% | +14.4% | -37.3% | -28.9% |
| 3M | -21.6% | +21.4% | -43.1% | -30.4% |
| 6M | +1.4% | +72.8% | -71.4% | -30.4% |
| YTD | -31.2% | +28.0% | -59.2% | -45.1% |
| 1Y | -35.9% | +19.3% | -55.3% | -45.9% |
| 3Y | +836.9% | -15.3% | +852.2% | +881.7% |
| All | +122.7% | -4.0% | +126.7% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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