+189.8%
HOOD vs CSGP
-64.7%
+254.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -0.7% |
| 7D | +17.1% | -4.1% | +21.2% | +20.1% |
| 30D | +31.6% | +2.3% | +29.3% | +29.2% |
| 3M | +38.2% | -8.2% | +46.4% | +41.8% |
| 6M | +48.5% | -35.1% | +83.6% | +90.2% |
| YTD | +8.0% | -54.0% | +62.0% | +70.8% |
| 1Y | +18.7% | -65.3% | +84.0% | +127.0% |
| 3Y | +999.1% | -62.6% | +1,061.7% | +1,817.1% |
| All | +189.8% | -64.7% | +254.5% | +461.4% |
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