+250.7%
HOOD vs JCI
+124.2%
+126.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -3.6% |
| 7D | +17.1% | +3.8% | +13.3% | +13.8% |
| 30D | +31.6% | -5.7% | +37.3% | +37.4% |
| 3M | +38.2% | -1.4% | +39.6% | +37.3% |
| 6M | +48.5% | +4.1% | +44.4% | +38.1% |
| YTD | +8.0% | +21.7% | -13.8% | -14.3% |
| 1Y | +18.7% | +36.1% | -17.5% | -15.3% |
| 3Y | +999.1% | +154.4% | +844.7% | +368.2% |
| 5Y | +181.7% | +112.0% | +69.7% | +12.6% |
| All | +250.7% | +124.2% | +126.5% | +76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling