+250.7%
HOOD vs CPAY
+62.1%
+188.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.5% |
| 7D | +17.1% | +2.1% | +15.0% | +15.5% |
| 30D | +31.6% | +5.5% | +26.0% | +26.8% |
| 3M | +38.2% | +16.6% | +21.7% | +23.0% |
| 6M | +48.5% | +26.7% | +21.9% | +23.9% |
| YTD | +8.0% | +38.4% | -30.4% | -17.0% |
| 1Y | +18.7% | +30.1% | -11.5% | -5.8% |
| 3Y | +999.1% | +52.6% | +946.5% | +672.1% |
| 5Y | +181.7% | +59.0% | +122.7% | +60.6% |
| All | +250.7% | +62.1% | +188.6% | +112.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling