-36.1%
HOOD vs JCI
+27.0%
-63.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.3% | +8.3% | +3.4% |
| 7D | -4.4% | -10.7% | +6.3% | -1.9% |
| 30D | -23.4% | -10.4% | -13.0% | -21.5% |
| 3M | -6.5% | -8.3% | +1.7% | -4.8% |
| 6M | +14.2% | -2.1% | +16.3% | +15.2% |
| YTD | -22.7% | +18.4% | -41.1% | -27.4% |
| 1Y | -36.1% | +27.7% | -63.8% | -43.7% |
| All | -36.1% | +27.0% | -63.2% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling