+52.0%
SNOW vs XOP
+49.8%
+2.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -5.4% |
| 7D | +2.8% | +2.6% | +0.2% | +2.6% |
| 30D | +6.4% | +15.4% | -9.0% | +5.4% |
| 3M | +38.1% | +12.1% | +26.0% | +36.8% |
| 6M | +100.4% | +19.7% | +80.7% | +96.5% |
| YTD | +53.7% | +52.4% | +1.3% | +54.3% |
| 1Y | +52.0% | +47.6% | +4.4% | +51.8% |
| All | +52.0% | +49.8% | +2.2% | +51.8% |
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