+179.3%
HOOD vs XOM
+265.0%
-85.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.1% |
| 7D | +7.7% | 0.0% | +7.7% | +7.7% |
| 30D | +22.0% | +3.4% | +18.5% | +21.0% |
| 3M | +37.6% | +11.0% | +26.6% | +34.5% |
| 6M | +45.3% | +10.6% | +34.7% | +40.3% |
| YTD | +1.9% | +39.2% | -37.3% | -8.7% |
| 1Y | -2.7% | +52.7% | -55.4% | -15.8% |
| 3Y | +973.4% | +56.8% | +916.6% | +810.9% |
| 5Y | +179.3% | +261.8% | -82.5% | +59.0% |
| All | +179.3% | +265.0% | -85.7% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling