+193.0%
HOOD vs XOP
+156.8%
+36.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +16.1% |
| 3M | +38.0% | +15.7% | +22.3% | +26.6% |
| 6M | +52.2% | +19.2% | +33.0% | +33.7% |
| YTD | +3.7% | +55.0% | -51.2% | -22.3% |
| 1Y | +0.1% | +54.2% | -54.1% | -25.3% |
| 3Y | +992.6% | +35.9% | +956.7% | +763.9% |
| 5Y | +193.0% | +162.4% | +30.6% | +61.4% |
| All | +193.0% | +156.8% | +36.2% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling