+225.5%
HOOD vs XEL
+26.8%
+198.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.6% |
| 7D | -9.1% | -1.2% | -7.9% | -9.0% |
| 30D | +20.1% | -2.9% | +23.0% | +20.3% |
| 3M | +31.2% | -2.7% | +33.9% | +31.3% |
| 6M | +44.3% | -6.5% | +50.8% | +45.0% |
| YTD | +0.2% | +3.6% | -3.4% | -1.0% |
| 1Y | -3.5% | +7.5% | -11.0% | -5.3% |
| 3Y | +955.2% | +46.3% | +908.9% | +866.3% |
| 5Y | +175.3% | +30.5% | +144.7% | +175.2% |
| All | +225.5% | +26.8% | +198.7% | +233.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling