+151.0%
HOOD vs CSGP
-62.4%
+213.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.0% | -2.0% | 0.0% |
| 7D | -4.4% | +18.3% | -22.7% | -12.8% |
| 30D | -23.4% | +17.8% | -41.2% | -31.5% |
| 3M | -6.5% | +9.3% | -15.8% | -13.5% |
| 6M | +14.2% | -7.9% | +22.1% | +13.5% |
| YTD | -22.7% | -51.5% | +28.8% | +13.3% |
| 1Y | -36.1% | -53.3% | +17.2% | -4.1% |
| 3Y | +802.1% | -57.9% | +860.0% | +1,293.8% |
| 5Y | +135.8% | -61.3% | +197.1% | +227.3% |
| All | +151.0% | -62.4% | +213.4% | +332.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling