+250.7%
HOOD vs XLE
+205.2%
+45.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +25.0% |
| 3M | +38.2% | +9.8% | +28.4% | +31.8% |
| 6M | +48.5% | +15.6% | +33.0% | +35.7% |
| YTD | +8.0% | +45.3% | -37.3% | -13.1% |
| 1Y | +18.7% | +48.3% | -29.7% | -5.9% |
| 3Y | +999.1% | +55.4% | +943.7% | +749.9% |
| 5Y | +181.7% | +216.1% | -34.4% | +87.2% |
| All | +250.7% | +205.2% | +45.5% | +125.7% |
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