+250.7%
HOOD vs CVX
+152.3%
+98.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.8% |
| 7D | +17.1% | +3.3% | +13.8% | +16.1% |
| 30D | +31.6% | +12.9% | +18.7% | +27.1% |
| 3M | +38.2% | +11.7% | +26.5% | +33.4% |
| 6M | +48.5% | +14.1% | +34.4% | +40.3% |
| YTD | +8.0% | +40.7% | -32.7% | -6.5% |
| 1Y | +18.7% | +37.5% | -18.8% | +3.4% |
| 3Y | +999.1% | +43.9% | +955.2% | +825.2% |
| 5Y | +181.7% | +161.5% | +20.2% | +140.7% |
| All | +250.7% | +152.3% | +98.4% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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