+193.0%
HOOD vs COR
+180.8%
+12.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.9% | -2.0% | -3.9% |
| 7D | +13.4% | -1.9% | +15.3% | +13.4% |
| 30D | +25.8% | +1.5% | +24.3% | +25.8% |
| 3M | +38.0% | +18.7% | +19.3% | +37.4% |
| 6M | +52.2% | -9.0% | +61.2% | +53.7% |
| YTD | +3.7% | -3.3% | +7.0% | +4.8% |
| 1Y | +0.1% | +9.8% | -9.8% | -0.4% |
| 3Y | +992.6% | +87.4% | +905.2% | +848.3% |
| 5Y | +193.0% | +180.5% | +12.5% | +97.9% |
| All | +193.0% | +180.8% | +12.2% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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