+1,037.0%
HOOD vs CPB
-40.7%
+1,077.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -2.9% |
| 7D | +17.1% | -8.6% | +25.7% | +14.8% |
| 30D | +31.6% | -7.2% | +38.8% | +29.3% |
| 3M | +38.2% | +0.9% | +37.4% | +39.1% |
| 6M | +48.5% | -11.8% | +60.3% | +43.9% |
| YTD | +8.0% | -19.4% | +27.4% | +2.6% |
| 1Y | +18.7% | -30.4% | +49.0% | +9.1% |
| All | +1,037.0% | -40.7% | +1,077.7% | +855.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling