+225.5%
HOOD vs CNC
-6.6%
+232.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -1.8% |
| 7D | -9.1% | -3.9% | -5.3% | -8.9% |
| 30D | +20.1% | +0.8% | +19.3% | +20.0% |
| 3M | +31.2% | +0.1% | +31.1% | +31.2% |
| 6M | +44.3% | +79.7% | -35.4% | +38.8% |
| YTD | +0.2% | +58.9% | -58.7% | -2.9% |
| 1Y | -3.5% | +109.1% | -112.7% | -8.4% |
| 3Y | +955.2% | 0.0% | +955.2% | +932.9% |
| 5Y | +175.3% | +9.5% | +165.8% | +153.7% |
| All | +225.5% | -6.6% | +232.0% | +257.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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