+113.0%
HOOD vs CSX
+47.4%
+65.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.4% | +6.6% | +5.8% |
| 7D | -4.8% | -5.5% | +0.7% | -0.5% |
| 30D | -26.1% | +4.9% | -31.1% | -29.4% |
| 3M | -10.8% | -2.9% | -8.0% | -9.3% |
| 6M | +2.4% | +8.3% | -6.0% | -6.6% |
| YTD | -28.5% | +36.7% | -65.2% | -47.6% |
| 1Y | -36.3% | +41.5% | -77.8% | -54.6% |
| 3Y | +743.7% | +68.6% | +675.1% | +403.5% |
| All | +113.0% | +47.4% | +65.7% | +28.4% |
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