+18.7%
HOOD vs CRS
+102.1%
-83.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.8% |
| 7D | +17.1% | -0.2% | +17.4% | +17.2% |
| 30D | +31.6% | -16.6% | +48.2% | +41.0% |
| 3M | +38.2% | -3.5% | +41.7% | +40.6% |
| 6M | +48.5% | +15.4% | +33.1% | +41.6% |
| YTD | +8.0% | +51.2% | -43.2% | -3.0% |
| 1Y | +18.7% | +98.3% | -79.6% | +5.3% |
| All | +18.7% | +102.1% | -83.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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