+52.0%
SNOW vs XEL
+7.2%
+44.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -6.0% |
| 7D | +2.8% | -1.0% | +3.8% | +1.9% |
| 30D | +6.4% | -1.9% | +8.3% | +4.9% |
| 3M | +38.1% | -1.9% | +40.0% | +36.8% |
| 6M | +100.4% | -7.4% | +107.8% | +94.6% |
| YTD | +53.7% | +4.1% | +49.7% | +51.0% |
| 1Y | +52.0% | +8.0% | +43.9% | +50.8% |
| All | +52.0% | +7.2% | +44.7% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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