+231.1%
HOOD vs CRM
+2.0%
+229.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -0.6% |
| 7D | +7.7% | -5.0% | +12.7% | +11.4% |
| 30D | +22.0% | +23.6% | -1.7% | +5.1% |
| 3M | +37.6% | +39.6% | -2.0% | +7.7% |
| 6M | +45.3% | +23.4% | +21.8% | +21.1% |
| YTD | +1.9% | -7.4% | +9.3% | +3.2% |
| 1Y | -2.7% | -2.3% | -0.4% | -5.7% |
| 3Y | +973.4% | +10.5% | +962.9% | +833.0% |
| 5Y | +179.3% | -4.7% | +184.0% | +189.7% |
| All | +231.1% | +2.0% | +229.1% | +268.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling