+231.1%
HOOD vs XOP
+159.1%
+72.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -2.0% |
| 7D | +7.7% | +1.0% | +6.8% | +7.2% |
| 30D | +22.0% | +10.8% | +11.1% | +16.2% |
| 3M | +37.6% | +19.5% | +18.2% | +25.4% |
| 6M | +45.3% | +21.6% | +23.7% | +27.9% |
| YTD | +1.9% | +55.8% | -53.9% | -21.8% |
| 1Y | -2.7% | +54.6% | -57.4% | -25.4% |
| 3Y | +973.4% | +36.6% | +936.7% | +763.9% |
| 5Y | +179.3% | +160.6% | +18.6% | +113.5% |
| All | +231.1% | +159.1% | +72.0% | +156.0% |
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