+140.2%
HOOD vs OXY
+95.0%
+45.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.9% |
| 7D | -3.2% | -0.2% | -3.1% | -3.2% |
| 30D | -22.6% | -6.4% | -16.2% | -21.6% |
| 3M | -10.4% | -2.6% | -7.7% | -10.3% |
| 6M | +4.7% | +4.8% | -0.1% | +2.0% |
| YTD | -25.2% | +41.2% | -66.4% | -35.3% |
| 1Y | -35.9% | +39.5% | -75.4% | -44.4% |
| 3Y | +927.7% | -0.8% | +928.5% | +864.0% |
| All | +140.2% | +95.0% | +45.3% | +71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling