+950.7%
HOOD vs CVS
+38.9%
+911.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.8% |
| 7D | -0.6% | -3.7% | +3.1% | -0.3% |
| 30D | -23.6% | -0.3% | -23.2% | -23.8% |
| 3M | -10.7% | -10.3% | -0.4% | -9.7% |
| 6M | +8.2% | -4.6% | +12.8% | +8.0% |
| YTD | -26.3% | +10.7% | -37.1% | -29.1% |
| 1Y | -36.1% | +11.2% | -47.3% | -38.6% |
| 3Y | +950.7% | +43.0% | +907.7% | +744.5% |
| All | +950.7% | +38.9% | +911.8% | +744.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling