+132.4%
HOOD vs SLB
+87.5%
+44.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.7% | +3.0% |
| 7D | -4.8% | -7.1% | +2.3% | -2.5% |
| 30D | -26.1% | +4.1% | -30.2% | -27.0% |
| 3M | -10.8% | -2.6% | -8.2% | -10.6% |
| 6M | +2.4% | -8.6% | +10.9% | +3.8% |
| YTD | -28.5% | +32.2% | -60.7% | -36.7% |
| 1Y | -36.3% | +40.7% | -77.0% | -45.1% |
| 3Y | +743.7% | -4.5% | +748.2% | +698.8% |
| 5Y | +118.6% | +66.4% | +52.2% | +79.0% |
| All | +132.4% | +87.5% | +44.8% | +87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling