+225.5%
HOOD vs OXY
+140.9%
+84.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -9.1% | +1.4% | -10.5% | -9.4% |
| 30D | +20.1% | +4.0% | +16.0% | +18.8% |
| 3M | +31.2% | +7.6% | +23.6% | +28.1% |
| 6M | +44.3% | +16.2% | +28.1% | +35.2% |
| YTD | +0.2% | +50.8% | -50.6% | -13.9% |
| 1Y | -3.5% | +34.7% | -38.2% | -14.4% |
| 3Y | +955.2% | -1.0% | +956.2% | +897.5% |
| 5Y | +175.3% | +163.2% | +12.1% | +104.5% |
| All | +225.5% | +140.9% | +84.6% | +143.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling