+139.3%
HOOD vs CI
+42.6%
+96.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.9% |
| 7D | -0.6% | +0.1% | -0.8% | -0.6% |
| 30D | -23.6% | +4.7% | -28.2% | -24.2% |
| 3M | -10.7% | +5.2% | -15.9% | -11.5% |
| 6M | +8.2% | +3.8% | +4.4% | +7.1% |
| YTD | -26.3% | +9.2% | -35.6% | -27.8% |
| 1Y | -36.1% | +14.3% | -50.3% | -38.0% |
| 3Y | +950.7% | +8.4% | +942.3% | +881.1% |
| 5Y | +127.0% | +50.0% | +77.0% | +49.7% |
| All | +139.3% | +42.6% | +96.7% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling