+237.0%
HOOD vs CPB
-39.9%
+276.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.8% | -5.7% | -3.4% |
| 7D | +13.4% | -8.2% | +21.6% | +11.1% |
| 30D | +25.8% | -5.6% | +31.4% | +24.1% |
| 3M | +38.0% | +3.0% | +35.0% | +39.8% |
| 6M | +52.2% | -12.7% | +64.9% | +46.9% |
| YTD | +3.7% | -18.0% | +21.7% | -1.0% |
| 1Y | +0.1% | -31.7% | +31.8% | -8.9% |
| 3Y | +992.6% | -41.0% | +1,033.5% | +857.6% |
| 5Y | +193.0% | -38.4% | +231.4% | +173.9% |
| All | +237.0% | -39.9% | +276.9% | +170.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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