+189.8%
HOOD vs CSX
+65.9%
+124.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.8% |
| 7D | +17.1% | -3.4% | +20.5% | +20.3% |
| 30D | +31.6% | -3.1% | +34.7% | +35.1% |
| 3M | +38.2% | +7.2% | +31.1% | +29.2% |
| 6M | +48.5% | +16.2% | +32.4% | +28.2% |
| YTD | +8.0% | +37.5% | -29.6% | -20.0% |
| 1Y | +18.7% | +53.2% | -34.6% | -19.7% |
| 3Y | +999.1% | +68.2% | +930.9% | +572.4% |
| All | +189.8% | +65.9% | +124.0% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling