+113.0%
HOOD vs SLB
+65.5%
+47.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.7% | +3.0% |
| 7D | -4.8% | -7.1% | +2.3% | -2.4% |
| 30D | -26.1% | +4.1% | -30.2% | -27.1% |
| 3M | -10.8% | -2.6% | -8.2% | -10.6% |
| 6M | +2.4% | -8.6% | +10.9% | +3.9% |
| YTD | -28.5% | +32.2% | -60.7% | -37.4% |
| 1Y | -36.3% | +40.7% | -77.0% | -45.8% |
| 3Y | +743.7% | -4.5% | +748.2% | +697.2% |
| All | +113.0% | +65.5% | +47.6% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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