+237.0%
HOOD vs CHTR
-79.9%
+316.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -2.5% |
| 7D | +13.4% | -0.3% | +13.7% | +13.0% |
| 30D | +25.8% | -4.5% | +30.3% | +27.0% |
| 3M | +38.0% | +10.2% | +27.7% | +30.3% |
| 6M | +52.2% | -37.2% | +89.5% | +73.5% |
| YTD | +3.7% | -30.2% | +33.9% | +12.0% |
| 1Y | +0.1% | -44.8% | +44.8% | +19.9% |
| 3Y | +992.6% | -65.5% | +1,058.0% | +1,463.1% |
| 5Y | +193.0% | -81.8% | +274.8% | +596.3% |
| All | +237.0% | -79.9% | +316.8% | +653.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling