+1,037.0%
HOOD vs CEG
+182.6%
+854.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.9% | -7.0% | -4.0% |
| 7D | +17.1% | +8.0% | +9.1% | +13.4% |
| 30D | +31.6% | +12.9% | +18.6% | +25.3% |
| 3M | +38.2% | +13.2% | +25.1% | +31.2% |
| 6M | +48.5% | -7.0% | +55.5% | +50.6% |
| YTD | +8.0% | -15.0% | +23.0% | +12.4% |
| 1Y | +18.7% | -2.7% | +21.4% | +17.0% |
| All | +1,037.0% | +182.6% | +854.4% | +760.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 3y: compounded portfolio wealth divided by compounded CEG 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…
3y analysis · Full analysis span regression · 6 months rolling