+179.3%
HOOD vs CNC
+2.3%
+177.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.7% |
| 7D | +7.7% | -4.9% | +12.6% | +8.1% |
| 30D | +22.0% | -3.8% | +25.7% | +22.2% |
| 3M | +37.6% | -3.2% | +40.9% | +37.8% |
| 6M | +45.3% | +47.9% | -2.6% | +41.9% |
| YTD | +1.9% | +55.7% | -53.7% | -0.8% |
| 1Y | -2.7% | +106.2% | -109.0% | -7.1% |
| 3Y | +973.4% | -2.1% | +975.4% | +953.3% |
| 5Y | +179.3% | +3.4% | +175.9% | +168.2% |
| All | +179.3% | +2.3% | +177.0% | +168.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling