-36.1%
HOOD vs XLC
-5.6%
-30.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.5% | -3.1% |
| 7D | -4.4% | +1.8% | -6.2% | -6.9% |
| 30D | -23.4% | -6.0% | -17.4% | -15.8% |
| 3M | -6.5% | -6.0% | -0.5% | +2.5% |
| 6M | +14.2% | -9.1% | +23.2% | +34.6% |
| YTD | -22.7% | -10.0% | -12.7% | -4.5% |
| 1Y | -36.1% | -5.8% | -30.3% | -31.7% |
| All | -36.1% | -5.6% | -30.5% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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