+250.7%
HOOD vs CMI
+170.0%
+80.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -4.3% |
| 7D | +17.1% | -0.7% | +17.8% | +17.5% |
| 30D | +31.6% | -13.4% | +45.0% | +47.1% |
| 3M | +38.2% | -17.0% | +55.2% | +56.7% |
| 6M | +48.5% | -1.6% | +50.2% | +41.7% |
| YTD | +8.0% | +11.0% | -3.0% | -8.2% |
| 1Y | +18.7% | +41.9% | -23.3% | -20.4% |
| 3Y | +999.1% | +151.8% | +847.3% | +350.6% |
| 5Y | +181.7% | +163.6% | +18.1% | +7.4% |
| All | +250.7% | +170.0% | +80.7% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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