+111.8%
HOOD vs CSGP
-62.1%
+173.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -1.6% | -8.7% | -9.5% |
| 7D | -14.4% | +13.9% | -28.3% | -20.6% |
| 30D | -30.0% | +16.0% | -46.0% | -37.2% |
| 3M | -15.5% | +6.1% | -21.6% | -20.8% |
| 6M | +1.8% | -8.2% | +9.9% | +1.1% |
| YTD | -30.7% | -52.3% | +21.6% | +4.7% |
| 1Y | -45.0% | -54.5% | +9.5% | -14.2% |
| 3Y | +709.0% | -58.6% | +767.6% | +1,184.5% |
| 5Y | +111.8% | -61.5% | +173.3% | +259.3% |
| All | +111.8% | -62.1% | +173.9% | +259.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling