+133.6%
HOOD vs CLBK
+41.4%
+92.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -5.1% | +2.9% | -8.0% | -6.1% |
| 30D | -25.4% | +5.4% | -30.8% | -27.0% |
| 3M | -14.0% | +5.8% | -19.7% | -16.2% |
| 6M | +5.6% | +28.9% | -23.3% | -6.1% |
| YTD | -28.1% | +61.8% | -89.9% | -42.6% |
| 1Y | -40.1% | +63.1% | -103.2% | -52.4% |
| 3Y | +888.2% | +55.3% | +832.9% | +699.0% |
| 5Y | +135.8% | +28.0% | +107.8% | +94.1% |
| All | +133.6% | +41.4% | +92.2% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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