+48.5%
HOOD vs XLP
-2.5%
+51.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.6% |
| 7D | +17.1% | -1.0% | +18.1% | +16.3% |
| 30D | +31.6% | -0.9% | +32.5% | +30.7% |
| 3M | +38.2% | +3.8% | +34.4% | +41.8% |
| 6M | +48.5% | -1.7% | +50.3% | +55.0% |
| All | +48.5% | -2.5% | +51.0% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 6mo: compounded portfolio wealth divided by compounded XLP 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…
6mo analysis · Full analysis span regression · 6 months rolling