+122.7%
HOOD vs XLE
+169.4%
-46.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.0% | -5.3% | -4.7% |
| 7D | -3.8% | +5.4% | -9.2% | -5.9% |
| 30D | -23.0% | -3.9% | -19.0% | -21.9% |
| 3M | -21.6% | +7.0% | -28.7% | -24.6% |
| 6M | +1.4% | +14.2% | -12.8% | -6.2% |
| YTD | -31.2% | +48.2% | -79.3% | -46.1% |
| 1Y | -35.9% | +47.7% | -83.6% | -49.8% |
| 3Y | +836.9% | +70.0% | +766.9% | +582.7% |
| All | +122.7% | +169.4% | -46.7% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling