+992.6%
HOOD vs CVS
+64.7%
+927.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.8% |
| 7D | +13.4% | -1.6% | +14.9% | +13.7% |
| 30D | +25.8% | +0.4% | +25.4% | +25.6% |
| 3M | +38.0% | -0.4% | +38.4% | +37.7% |
| 6M | +52.2% | +25.1% | +27.1% | +44.1% |
| YTD | +3.7% | +23.9% | -20.1% | -2.0% |
| 1Y | +0.1% | +41.1% | -41.0% | -9.1% |
| 3Y | +992.6% | +63.6% | +928.9% | +801.8% |
| All | +992.6% | +64.7% | +927.9% | +801.8% |
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