+250.7%
HOOD vs COR
+192.4%
+58.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -2.0% |
| 7D | +17.1% | +2.8% | +14.4% | +16.9% |
| 30D | +31.6% | +4.5% | +27.1% | +31.2% |
| 3M | +38.2% | +22.7% | +15.6% | +35.8% |
| 6M | +48.5% | -9.7% | +58.3% | +51.1% |
| YTD | +8.0% | -1.4% | +9.4% | +8.9% |
| 1Y | +18.7% | +13.9% | +4.7% | +16.2% |
| 3Y | +999.1% | +94.0% | +905.1% | +771.5% |
| 5Y | +181.7% | +184.0% | -2.3% | +50.7% |
| All | +250.7% | +192.4% | +58.3% | +94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling