+139.3%
HOOD vs CSGP
-63.9%
+203.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +1.8% |
| 7D | -0.6% | -1.8% | +1.2% | +0.2% |
| 30D | -23.6% | +5.3% | -28.9% | -27.3% |
| 3M | -10.7% | +3.3% | -14.0% | -15.0% |
| 6M | +8.2% | -4.7% | +12.8% | +5.0% |
| YTD | -26.3% | -53.5% | +27.2% | +10.3% |
| 1Y | -36.1% | -53.7% | +17.6% | -4.4% |
| 3Y | +950.7% | -59.7% | +1,010.4% | +1,559.2% |
| 5Y | +127.0% | -62.5% | +189.5% | +222.7% |
| All | +139.3% | -63.9% | +203.2% | +320.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling