+32.8%
SNOW vs XOP
+380.1%
-347.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -5.2% |
| 7D | +2.8% | +2.6% | +0.2% | +2.0% |
| 30D | +6.4% | +15.4% | -9.0% | +1.9% |
| 3M | +38.1% | +12.1% | +26.0% | +32.9% |
| 6M | +100.4% | +19.7% | +80.7% | +88.2% |
| YTD | +53.7% | +52.4% | +1.3% | +33.4% |
| 1Y | +52.0% | +47.6% | +4.4% | +32.7% |
| 3Y | +114.7% | +34.4% | +80.3% | +89.6% |
| 5Y | +8.8% | +154.4% | -145.6% | -18.1% |
| All | +32.8% | +380.1% | -347.4% | +2.8% |
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 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