+175.3%
HOOD vs CHTR
-82.1%
+257.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.0% | -6.7% | -3.4% |
| 7D | -9.1% | -7.1% | -2.0% | -6.9% |
| 30D | +20.1% | -10.9% | +30.9% | +24.0% |
| 3M | +31.2% | +2.0% | +29.2% | +27.4% |
| 6M | +44.3% | -35.9% | +80.2% | +62.2% |
| YTD | +0.2% | -32.7% | +32.9% | +9.3% |
| 1Y | -3.5% | -46.6% | +43.0% | +16.5% |
| 3Y | +955.2% | -66.7% | +1,021.9% | +1,421.8% |
| 5Y | +175.3% | -82.1% | +257.4% | +509.4% |
| All | +175.3% | -82.1% | +257.4% | +509.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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