+151.0%
HOOD vs CVE
+286.0%
-134.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -7.6% | +9.7% | +4.0% |
| 7D | -4.4% | -12.1% | +7.7% | -1.3% |
| 30D | -23.4% | -9.8% | -13.6% | -21.6% |
| 3M | -6.5% | -0.7% | -5.8% | -7.2% |
| 6M | +14.2% | -4.3% | +18.5% | +13.5% |
| YTD | -22.7% | +70.6% | -93.3% | -37.6% |
| 1Y | -36.1% | +73.2% | -109.3% | -48.8% |
| 3Y | +802.1% | +60.3% | +741.7% | +610.6% |
| 5Y | +135.8% | +159.3% | -23.5% | +77.7% |
| All | +151.0% | +286.0% | -134.9% | +126.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling