+189.8%
HOOD vs SLB
+132.5%
+57.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +17.1% | +0.8% | +16.3% | +16.6% |
| 30D | +31.6% | +15.8% | +15.8% | +24.6% |
| 3M | +38.2% | -0.3% | +38.6% | +37.2% |
| 6M | +48.5% | +21.3% | +27.2% | +36.0% |
| YTD | +8.0% | +52.3% | -44.3% | -9.7% |
| 1Y | +18.7% | +63.6% | -45.0% | -4.0% |
| 3Y | +999.1% | +3.8% | +995.3% | +909.4% |
| All | +189.8% | +132.5% | +57.3% | +98.7% |
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