+132.4%
HOOD vs CSGP
-64.7%
+197.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.7% | +7.9% | +5.6% |
| 7D | -4.8% | +1.3% | -6.1% | -5.7% |
| 30D | -26.1% | +10.7% | -36.8% | -31.9% |
| 3M | -10.8% | +3.3% | -14.1% | -15.2% |
| 6M | +2.4% | -10.3% | +12.7% | +2.6% |
| YTD | -28.5% | -54.6% | +26.1% | +8.3% |
| 1Y | -36.3% | -54.6% | +18.3% | -3.9% |
| 3Y | +743.7% | -60.3% | +804.0% | +1,241.3% |
| 5Y | +118.6% | -63.3% | +181.9% | +214.2% |
| All | +132.4% | -64.7% | +197.1% | +313.3% |
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