+878.9%
HOOD vs XLE
+69.3%
+809.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.5% | -5.3% | -4.4% |
| 7D | +3.8% | +4.4% | -0.6% | +2.1% |
| 30D | -26.4% | -4.3% | -22.1% | -25.5% |
| 3M | -14.3% | +6.0% | -20.3% | -17.2% |
| 6M | +3.9% | +13.2% | -9.3% | -3.7% |
| YTD | -28.1% | +46.7% | -74.8% | -47.3% |
| 1Y | -38.8% | +46.6% | -85.4% | -55.2% |
| All | +878.9% | +69.3% | +809.6% | +594.4% |
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