-36.1%
HOOD vs OXY
+45.4%
-81.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.1% | +7.1% | +0.4% |
| 7D | -4.4% | -8.8% | +4.4% | -7.0% |
| 30D | -23.4% | -1.7% | -21.7% | -23.6% |
| 3M | -6.5% | +4.5% | -11.1% | -4.5% |
| 6M | +14.2% | -4.0% | +18.2% | +15.3% |
| YTD | -22.7% | +41.4% | -64.1% | -27.1% |
| 1Y | -36.1% | +45.9% | -82.0% | -38.8% |
| All | -36.1% | +45.4% | -81.5% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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