+237.0%
HOOD vs COPX
+179.4%
+57.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.1% | -8.0% | -6.6% |
| 7D | +13.4% | +5.8% | +7.6% | +9.2% |
| 30D | +25.8% | +7.2% | +18.6% | +20.4% |
| 3M | +38.0% | +16.5% | +21.5% | +24.0% |
| 6M | +52.2% | +18.4% | +33.8% | +33.6% |
| YTD | +3.7% | +31.9% | -28.2% | -16.7% |
| 1Y | +0.1% | +88.5% | -88.4% | -36.8% |
| 3Y | +992.6% | +173.1% | +819.5% | +433.7% |
| 5Y | +193.0% | +193.1% | -0.1% | +32.8% |
| All | +237.0% | +179.4% | +57.6% | +58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling