+189.8%
HOOD vs CP
+32.0%
+157.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | +17.1% | -2.7% | +19.8% | +19.3% |
| 30D | +31.6% | +0.2% | +31.4% | +31.8% |
| 3M | +38.2% | +2.6% | +35.7% | +35.3% |
| 6M | +48.5% | +6.0% | +42.6% | +41.8% |
| YTD | +8.0% | +24.9% | -17.0% | -8.8% |
| 1Y | +18.7% | +20.1% | -1.5% | +3.1% |
| 3Y | +999.1% | +16.4% | +982.7% | +863.8% |
| All | +189.8% | +32.0% | +157.8% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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