+250.7%
HOOD vs XOM
+226.9%
+23.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.8% |
| 7D | +17.1% | +1.8% | +15.4% | +16.7% |
| 30D | +31.6% | +5.9% | +25.7% | +30.1% |
| 3M | +38.2% | +5.6% | +32.7% | +36.6% |
| 6M | +48.5% | +7.9% | +40.7% | +44.3% |
| YTD | +8.0% | +35.2% | -27.2% | -2.1% |
| 1Y | +18.7% | +46.0% | -27.3% | +4.8% |
| 3Y | +999.1% | +55.0% | +944.1% | +843.2% |
| 5Y | +181.7% | +246.3% | -64.6% | +102.4% |
| All | +250.7% | +226.9% | +23.7% | +142.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling