-38.8%
HOOD vs XEL
+3.5%
-42.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -3.7% |
| 7D | +3.8% | +1.4% | +2.4% | +4.2% |
| 30D | -26.4% | +9.2% | -35.6% | -24.4% |
| 3M | -14.3% | +4.5% | -18.8% | -13.1% |
| 6M | +3.9% | +3.6% | +0.3% | +5.3% |
| YTD | -28.1% | +12.9% | -41.0% | -28.3% |
| 1Y | -38.8% | +4.1% | -42.9% | -36.4% |
| All | -38.8% | +3.5% | -42.3% | -36.4% |
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