+147.5%
HOOD vs CSX
+56.8%
+90.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +2.7% |
| 7D | -3.2% | -0.3% | -2.9% | -3.0% |
| 30D | -22.6% | +8.7% | -31.3% | -27.9% |
| 3M | -10.4% | +4.2% | -14.6% | -13.7% |
| 6M | +4.7% | +16.7% | -12.0% | -10.0% |
| YTD | -25.2% | +44.5% | -69.7% | -47.5% |
| 1Y | -35.9% | +50.3% | -86.2% | -56.4% |
| 3Y | +927.7% | +76.3% | +851.4% | +492.8% |
| 5Y | +147.5% | +58.1% | +89.4% | +42.3% |
| All | +147.5% | +56.8% | +90.7% | +42.3% |
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