+250.7%
HOOD vs XOP
+153.4%
+97.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.7% |
| 7D | +17.1% | +2.6% | +14.6% | +15.7% |
| 30D | +31.6% | +15.4% | +16.1% | +22.9% |
| 3M | +38.2% | +12.1% | +26.2% | +30.0% |
| 6M | +48.5% | +19.7% | +28.9% | +31.6% |
| YTD | +8.0% | +52.4% | -44.4% | -16.3% |
| 1Y | +18.7% | +47.6% | -28.9% | -6.8% |
| 3Y | +999.1% | +34.4% | +964.7% | +792.0% |
| 5Y | +181.7% | +154.4% | +27.3% | +116.9% |
| All | +250.7% | +153.4% | +97.3% | +174.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling