+250.7%
HOOD vs COST
+129.2%
+121.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.0% | -1.5% |
| 7D | +17.1% | -3.1% | +20.3% | +19.2% |
| 30D | +31.6% | -2.8% | +34.4% | +33.3% |
| 3M | +38.2% | -5.7% | +43.9% | +41.7% |
| 6M | +48.5% | -8.8% | +57.3% | +53.6% |
| YTD | +8.0% | +6.7% | +1.3% | -0.7% |
| 1Y | +18.7% | -3.6% | +22.3% | +16.8% |
| 3Y | +999.1% | +75.1% | +924.0% | +639.1% |
| 5Y | +181.7% | +108.9% | +72.8% | +111.7% |
| All | +250.7% | +129.2% | +121.5% | +345.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling