+122.7%
HOOD vs CI
+49.5%
+73.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | -3.8% | +1.2% | -4.9% | -3.8% |
| 30D | -23.0% | +2.6% | -25.5% | -23.1% |
| 3M | -21.6% | +7.4% | -29.1% | -22.0% |
| 6M | +1.4% | -0.1% | +1.6% | +1.3% |
| YTD | -31.2% | +9.7% | -40.9% | -31.7% |
| 1Y | -35.9% | +12.1% | -48.1% | -36.6% |
| 3Y | +836.9% | +7.0% | +829.9% | +814.2% |
| All | +122.7% | +49.5% | +73.2% | +86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling