+189.8%
HOOD vs CVE
+317.2%
-127.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.7% |
| 7D | +17.1% | +2.5% | +14.6% | +16.1% |
| 30D | +31.6% | +16.7% | +14.9% | +24.8% |
| 3M | +38.2% | +9.3% | +29.0% | +33.1% |
| 6M | +48.5% | +43.6% | +4.9% | +26.7% |
| YTD | +8.0% | +93.6% | -85.6% | -18.4% |
| 1Y | +18.7% | +98.8% | -80.1% | -11.6% |
| 3Y | +999.1% | +73.6% | +925.5% | +721.2% |
| All | +189.8% | +317.2% | -127.4% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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