+132.4%
HOOD vs XLE
+195.4%
-63.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -4.8% | -12.0% | +7.2% | +0.1% |
| 30D | -26.1% | -2.7% | -23.4% | -25.6% |
| 3M | -10.8% | +6.6% | -17.4% | -14.0% |
| 6M | +2.4% | +9.5% | -7.2% | -3.5% |
| YTD | -28.5% | +40.6% | -69.0% | -42.0% |
| 1Y | -36.3% | +43.6% | -79.9% | -49.0% |
| 3Y | +743.7% | +58.1% | +685.6% | +545.6% |
| 5Y | +118.6% | +152.2% | -33.6% | +43.0% |
| All | +132.4% | +195.4% | -63.0% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling