+1,028.6%
HOOD vs XLE
+54.6%
+974.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | +17.1% | +2.2% | +14.9% | +16.0% |
| 30D | +31.6% | +11.8% | +19.8% | +24.7% |
| 3M | +38.2% | +9.8% | +28.4% | +31.7% |
| 6M | +48.5% | +15.6% | +33.0% | +33.5% |
| YTD | +8.0% | +45.3% | -37.3% | -19.2% |
| 1Y | +18.7% | +48.3% | -29.7% | -13.2% |
| All | +1,028.6% | +54.6% | +974.0% | +684.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 3y: compounded portfolio wealth divided by compounded XLE 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…
3y analysis · Full analysis span regression · 6 months rolling