+193.0%
HOOD vs COST
+109.2%
+83.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.5% |
| 7D | +13.4% | -3.2% | +16.5% | +15.5% |
| 30D | +25.8% | -4.0% | +29.8% | +28.6% |
| 3M | +38.0% | -6.5% | +44.5% | +42.4% |
| 6M | +52.2% | -8.5% | +60.7% | +57.4% |
| YTD | +3.7% | +6.0% | -2.3% | -4.8% |
| 1Y | +0.1% | -5.8% | +5.9% | -0.1% |
| 3Y | +992.6% | +71.8% | +920.7% | +612.4% |
| 5Y | +193.0% | +106.2% | +86.7% | +79.9% |
| All | +193.0% | +109.2% | +83.8% | +79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling