+123.6%
HOOD vs CVS
+26.5%
+97.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.2% |
| 7D | -3.8% | +6.6% | -10.3% | -4.7% |
| 30D | -23.0% | -0.4% | -22.5% | -23.1% |
| 3M | -21.6% | -5.3% | -16.4% | -21.3% |
| 6M | +1.4% | -7.7% | +9.2% | +2.2% |
| YTD | -31.2% | +16.0% | -47.2% | -34.5% |
| 1Y | -35.9% | +16.2% | -52.2% | -39.1% |
| 3Y | +836.9% | +47.6% | +789.4% | +720.5% |
| 5Y | +121.1% | +12.3% | +108.8% | +106.5% |
| All | +123.6% | +26.5% | +97.1% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 10y: compounded portfolio wealth divided by compounded CVS 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…
10y analysis · Full analysis span regression · 6 months rolling