+1,028.6%
HOOD vs CSGP
-61.9%
+1,090.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.0% |
| 7D | +17.1% | -4.1% | +21.2% | +19.4% |
| 30D | +31.6% | +2.3% | +29.3% | +29.8% |
| 3M | +38.2% | -8.2% | +46.4% | +41.7% |
| 6M | +48.5% | -35.1% | +83.6% | +83.3% |
| YTD | +8.0% | -54.0% | +62.0% | +59.3% |
| 1Y | +18.7% | -65.3% | +84.0% | +106.4% |
| All | +1,028.6% | -61.9% | +1,090.5% | +1,692.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling