+743.7%
HOOD vs CSGP
-60.4%
+804.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.7% | +7.9% | +4.9% |
| 7D | -4.8% | +1.3% | -6.1% | -5.4% |
| 30D | -26.1% | +10.7% | -36.8% | -30.5% |
| 3M | -10.8% | +3.3% | -14.1% | -14.0% |
| 6M | +2.4% | -10.3% | +12.7% | +3.6% |
| YTD | -28.5% | -54.6% | +26.1% | +4.2% |
| 1Y | -36.3% | -54.6% | +18.3% | -7.5% |
| 3Y | +743.7% | -60.3% | +804.0% | +1,192.7% |
| All | +743.7% | -60.4% | +804.1% | +1,192.7% |
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