+992.6%
HOOD vs XOP
+36.7%
+955.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.6% | -4.8% |
| 7D | +13.4% | +0.6% | +12.7% | +12.9% |
| 30D | +25.8% | +16.5% | +9.2% | +15.9% |
| 3M | +38.0% | +15.7% | +22.3% | +26.4% |
| 6M | +52.2% | +19.2% | +33.0% | +31.6% |
| YTD | +3.7% | +55.0% | -51.2% | -27.2% |
| 1Y | +0.1% | +54.2% | -54.1% | -30.3% |
| 3Y | +992.6% | +35.9% | +956.7% | +677.6% |
| All | +992.6% | +36.7% | +955.9% | +677.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling