-91.0%
SNDQ vs XOP
+6.9%
-97.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -6.4% | +21.7% | +14.8% |
| 7D | +66.1% | -10.5% | +76.7% | +66.0% |
| 30D | +122.5% | -4.3% | +126.9% | +120.6% |
| 3M | +11.6% | +4.7% | +6.9% | +10.7% |
| 6M | -82.2% | -0.1% | -82.1% | -82.8% |
| All | -91.0% | +6.9% | -97.9% | -91.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling