+132.4%
HOOD vs CPB
-36.1%
+168.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.5% | +2.9% |
| 7D | -4.8% | +8.0% | -12.8% | -2.7% |
| 30D | -26.1% | +22.4% | -48.5% | -21.7% |
| 3M | -10.8% | +2.5% | -13.3% | -9.6% |
| 6M | +2.4% | +12.2% | -9.9% | +6.6% |
| YTD | -28.5% | -12.8% | -15.6% | -30.2% |
| 1Y | -36.3% | -19.2% | -17.2% | -39.2% |
| 3Y | +743.7% | -35.6% | +779.2% | +661.0% |
| 5Y | +118.6% | -31.4% | +150.0% | +125.4% |
| All | +132.4% | -36.1% | +168.5% | +90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling