-2.7%
HOOD vs CHD
+2.2%
-4.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -2.2% |
| 7D | +7.7% | -4.2% | +11.9% | +6.4% |
| 30D | +22.0% | -7.6% | +29.5% | +19.2% |
| 3M | +37.6% | -1.6% | +39.2% | +37.6% |
| 6M | +45.3% | -6.3% | +51.6% | +43.7% |
| YTD | +1.9% | +14.6% | -12.7% | +3.1% |
| 1Y | -2.7% | +1.6% | -4.3% | -2.9% |
| All | -2.7% | +2.2% | -4.9% | -2.9% |
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