+189.8%
HOOD vs CPB
-39.5%
+229.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -2.9% |
| 7D | +17.1% | -8.6% | +25.7% | +14.9% |
| 30D | +31.6% | -7.2% | +38.8% | +29.5% |
| 3M | +38.2% | +0.9% | +37.4% | +39.1% |
| 6M | +48.5% | -11.8% | +60.3% | +44.6% |
| YTD | +8.0% | -19.4% | +27.4% | +3.3% |
| 1Y | +18.7% | -30.4% | +49.0% | +10.1% |
| 3Y | +999.1% | -40.2% | +1,039.3% | +880.1% |
| All | +189.8% | -39.5% | +229.3% | +157.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling