+1,028.6%
HOOD vs CSX
+68.2%
+960.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.8% |
| 7D | +17.1% | -3.4% | +20.5% | +20.2% |
| 30D | +31.6% | -3.1% | +34.7% | +35.0% |
| 3M | +38.2% | +7.2% | +31.1% | +29.2% |
| 6M | +48.5% | +16.2% | +32.4% | +27.6% |
| YTD | +8.0% | +37.5% | -29.6% | -21.2% |
| 1Y | +18.7% | +53.2% | -34.6% | -21.6% |
| All | +1,028.6% | +68.2% | +960.3% | +551.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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