+189.8%
HOOD vs CG
+10.1%
+179.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -0.7% |
| 7D | +17.1% | -4.3% | +21.4% | +21.5% |
| 30D | +31.6% | -5.1% | +36.7% | +37.5% |
| 3M | +38.2% | +8.7% | +29.6% | +27.6% |
| 6M | +48.5% | -9.2% | +57.8% | +59.6% |
| YTD | +8.0% | -18.9% | +26.8% | +27.2% |
| 1Y | +18.7% | -25.6% | +44.3% | +48.6% |
| 3Y | +999.1% | +57.3% | +941.8% | +638.4% |
| All | +189.8% | +10.1% | +179.7% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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