+482.5%
HOOD vs CEG
+583.3%
-100.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.3% | -1.1% | +1.6% |
| 7D | -4.8% | -4.7% | -0.1% | -3.1% |
| 30D | -26.1% | -16.6% | -9.5% | -20.8% |
| 3M | -10.8% | -4.1% | -6.7% | -10.2% |
| 6M | +2.4% | -22.3% | +24.7% | +11.1% |
| YTD | -28.5% | -28.9% | +0.5% | -20.7% |
| 1Y | -36.3% | -28.5% | -7.9% | -29.7% |
| 3Y | +743.7% | +104.3% | +639.4% | +507.6% |
| All | +482.5% | +583.3% | -100.8% | +208.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling