+963.5%
HOOD vs COST
+69.9%
+893.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.4% |
| 7D | +7.7% | -2.8% | +10.5% | +9.2% |
| 30D | +22.0% | -5.3% | +27.2% | +24.8% |
| 3M | +37.6% | -6.7% | +44.3% | +41.3% |
| 6M | +45.3% | -9.9% | +55.2% | +50.5% |
| YTD | +1.9% | +5.1% | -3.2% | -7.4% |
| 1Y | -2.7% | -7.3% | +4.6% | -2.2% |
| All | +963.5% | +69.9% | +893.6% | +609.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 3y: compounded portfolio wealth divided by compounded COST 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…
3y analysis · Full analysis span regression · 6 months rolling