+29.8%
SNOW vs XOP
+392.1%
-362.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.6% |
| 7D | -7.5% | +1.6% | -9.1% | -7.9% |
| 30D | -1.3% | +9.6% | -10.9% | -4.0% |
| 3M | +37.4% | +16.9% | +20.5% | +30.6% |
| 6M | +88.1% | +24.0% | +64.0% | +74.6% |
| YTD | +50.3% | +56.2% | -5.9% | +29.5% |
| 1Y | +46.0% | +51.8% | -5.8% | +26.5% |
| 3Y | +98.7% | +37.0% | +61.7% | +74.5% |
| 5Y | +3.5% | +163.4% | -159.9% | -22.8% |
| All | +29.8% | +392.1% | -362.3% | -0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling