-40.5%
HOOD vs STZ
+14.2%
-54.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +2.6% |
| 7D | -4.8% | +4.9% | -9.7% | -3.0% |
| 30D | -26.1% | +20.9% | -47.0% | -20.5% |
| 3M | -10.8% | +8.0% | -18.8% | -7.5% |
| 6M | +2.4% | -5.3% | +7.6% | +2.7% |
| YTD | -28.5% | +5.9% | -34.4% | -29.8% |
| All | -40.5% | +14.2% | -54.7% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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