+123.6%
HOOD vs XOP
+146.5%
-22.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.7% |
| 7D | -3.8% | +6.3% | -10.1% | -6.4% |
| 30D | -23.0% | -6.6% | -16.4% | -21.0% |
| 3M | -21.6% | +3.6% | -25.2% | -23.6% |
| 6M | +1.4% | +10.8% | -9.3% | -5.3% |
| YTD | -31.2% | +48.3% | -79.4% | -46.4% |
| 1Y | -35.9% | +42.9% | -78.9% | -49.1% |
| 3Y | +836.9% | +43.3% | +793.6% | +635.8% |
| 5Y | +121.1% | +94.0% | +27.2% | +53.0% |
| All | +123.6% | +146.5% | -22.9% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling