+18.7%
HOOD vs CRM
+8.9%
+9.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.5% |
| 7D | +17.1% | +1.3% | +15.9% | +16.8% |
| 30D | +31.6% | +34.3% | -2.7% | +20.2% |
| 3M | +38.2% | +37.7% | +0.5% | +25.8% |
| 6M | +48.5% | +34.9% | +13.6% | +34.8% |
| YTD | +8.0% | -1.6% | +9.6% | +11.3% |
| 1Y | +18.7% | +7.1% | +11.5% | +21.1% |
| All | +18.7% | +8.9% | +9.8% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 1y: compounded portfolio wealth divided by compounded CRM 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…
1y analysis · Full analysis span regression · 6 months rolling