-36.1%
HOOD vs XEL
+1.7%
-37.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +2.7% |
| 7D | -4.4% | +4.3% | -8.7% | -3.2% |
| 30D | -23.4% | +12.6% | -36.0% | -20.7% |
| 3M | -6.5% | +4.4% | -10.9% | -5.4% |
| 6M | +14.2% | +0.7% | +13.5% | +15.2% |
| YTD | -22.7% | +11.5% | -34.2% | -23.3% |
| 1Y | -36.1% | +1.7% | -37.8% | -30.8% |
| All | -36.1% | +1.7% | -37.8% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1y: compounded portfolio wealth divided by compounded XEL 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…
1y analysis · Full analysis span regression · 6 months rolling