+122.7%
HOOD vs CPB
-33.2%
+155.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.2% | -7.5% | -3.4% |
| 7D | -3.8% | -1.6% | -2.2% | -4.1% |
| 30D | -23.0% | +19.2% | -42.2% | -19.1% |
| 3M | -21.6% | -0.9% | -20.7% | -21.2% |
| 6M | +1.4% | +15.2% | -13.8% | +6.3% |
| YTD | -31.2% | -13.1% | -18.1% | -32.8% |
| 1Y | -35.9% | -22.4% | -13.5% | -39.3% |
| 3Y | +836.9% | -35.3% | +872.2% | +748.4% |
| All | +122.7% | -33.2% | +155.9% | +119.3% |
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 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