-34.6%
SNPS vs XOP
+49.8%
-84.4%
-38.9%
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% | -5.5% |
| 7D | -11.0% | +2.6% | -13.6% | -10.7% |
| 30D | -1.7% | +15.4% | -17.2% | +0.3% |
| 3M | -20.4% | +12.1% | -32.4% | -18.8% |
| 6M | -8.6% | +19.7% | -28.3% | -7.4% |
| YTD | -16.2% | +52.4% | -68.6% | -13.1% |
| 1Y | -34.6% | +47.6% | -82.1% | -32.1% |
| All | -34.6% | +49.8% | -84.4% | -32.1% |
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