-36.1%
HOOD vs COPX
+31.7%
-67.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.0% | -2.0% | -0.5% |
| 7D | -4.4% | -3.0% | -1.4% | -2.5% |
| 30D | -23.4% | -13.6% | -9.8% | -16.0% |
| 3M | -6.5% | -11.2% | +4.7% | +0.9% |
| 6M | +14.2% | -2.4% | +16.6% | +13.3% |
| YTD | -22.7% | +4.2% | -26.9% | -35.8% |
| 1Y | -36.1% | +32.2% | -68.3% | -65.0% |
| All | -36.1% | +31.7% | -67.8% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling