-36.1%
HOOD vs CHD
+30.9%
-67.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +3.2% |
| 7D | -4.4% | +6.9% | -11.3% | -1.4% |
| 30D | -23.4% | +17.1% | -40.5% | -17.6% |
| 3M | -6.5% | +9.1% | -15.6% | -2.4% |
| 6M | +14.2% | +21.4% | -7.2% | +25.6% |
| YTD | -22.7% | +34.9% | -57.6% | -12.1% |
| 1Y | -36.1% | +31.0% | -67.1% | -27.9% |
| All | -36.1% | +30.9% | -67.0% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling