+836.9%
HOOD vs XOM
+80.9%
+756.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.2% |
| 7D | -3.8% | +2.8% | -6.6% | -3.5% |
| 30D | -23.0% | -3.6% | -19.3% | -23.2% |
| 3M | -21.6% | +8.2% | -29.9% | -21.3% |
| 6M | +1.4% | +14.0% | -12.6% | +2.1% |
| YTD | -31.2% | +44.6% | -75.8% | -36.1% |
| 1Y | -35.9% | +47.8% | -83.7% | -41.0% |
| 3Y | +836.9% | +79.6% | +757.4% | +751.8% |
| All | +836.9% | +80.9% | +756.0% | +751.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling