+131.0%
HOOD vs XEL
+50.9%
+80.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -3.9% |
| 7D | +3.8% | +1.4% | +2.4% | +3.6% |
| 30D | -26.4% | +9.2% | -35.6% | -27.2% |
| 3M | -14.3% | +4.5% | -18.8% | -14.8% |
| 6M | +3.9% | +3.6% | +0.3% | +3.3% |
| YTD | -28.1% | +12.9% | -41.0% | -29.9% |
| 1Y | -38.8% | +4.1% | -42.9% | -39.4% |
| 3Y | +888.5% | +52.3% | +836.1% | +786.4% |
| 5Y | +131.0% | +51.6% | +79.4% | +109.1% |
| All | +131.0% | +50.9% | +80.2% | +109.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling