+18.7%
HOOD vs XOM
+46.4%
-27.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -3.1% |
| 7D | +17.1% | +1.8% | +15.4% | +18.3% |
| 30D | +31.6% | +5.9% | +25.7% | +35.6% |
| 3M | +38.2% | +5.6% | +32.7% | +43.8% |
| 6M | +48.5% | +7.9% | +40.7% | +53.7% |
| YTD | +8.0% | +35.2% | -27.2% | +12.2% |
| 1Y | +18.7% | +46.0% | -27.3% | +26.8% |
| All | +18.7% | +46.4% | -27.7% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 1y: compounded portfolio wealth divided by compounded XOM 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…
1y analysis · Full analysis span regression · 6 months rolling