+135.8%
HOOD vs CSGP
-63.3%
+199.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.5% | -0.9% |
| 7D | -5.1% | -3.2% | -1.9% | -3.5% |
| 30D | -25.4% | +2.2% | -27.6% | -28.1% |
| 3M | -14.0% | -3.7% | -10.3% | -15.0% |
| 6M | +5.6% | -7.4% | +13.0% | +3.9% |
| YTD | -28.1% | -54.9% | +26.8% | +11.6% |
| 1Y | -40.1% | -54.9% | +14.7% | -7.5% |
| 3Y | +888.2% | -61.9% | +950.1% | +1,547.1% |
| 5Y | +135.8% | -63.1% | +198.9% | +310.2% |
| All | +135.8% | -63.3% | +199.2% | +310.2% |
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