+122.7%
HOOD vs COO
-40.4%
+163.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.7% |
| 7D | -3.8% | +0.5% | -4.2% | -4.0% |
| 30D | -23.0% | +14.2% | -37.1% | -28.8% |
| 3M | -21.6% | -18.2% | -3.4% | -13.1% |
| 6M | +1.4% | +5.3% | -3.9% | -6.0% |
| YTD | -31.2% | -23.6% | -7.6% | -20.9% |
| 1Y | -35.9% | -12.7% | -23.3% | -33.2% |
| 3Y | +836.9% | -24.2% | +861.1% | +878.5% |
| All | +122.7% | -40.4% | +163.1% | +173.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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