+225.5%
HOOD vs CPAY
+59.1%
+166.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.1% |
| 7D | -9.1% | -2.7% | -6.5% | -7.3% |
| 30D | +20.1% | +0.6% | +19.5% | +19.8% |
| 3M | +31.2% | +17.0% | +14.2% | +16.5% |
| 6M | +44.3% | +24.1% | +20.2% | +22.1% |
| YTD | +0.2% | +35.7% | -35.5% | -21.9% |
| 1Y | -3.5% | +34.0% | -37.5% | -25.2% |
| 3Y | +955.2% | +50.3% | +905.0% | +649.6% |
| 5Y | +175.3% | +56.7% | +118.6% | +60.9% |
| All | +225.5% | +59.1% | +166.4% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling