-14.0%
SNPS vs XOP
+35.1%
-49.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -5.2% |
| 7D | -11.0% | +2.6% | -13.6% | -11.5% |
| 30D | -1.7% | +15.4% | -17.2% | -4.9% |
| 3M | -20.4% | +12.1% | -32.4% | -22.5% |
| 6M | -8.6% | +19.7% | -28.3% | -13.8% |
| YTD | -16.2% | +52.4% | -68.6% | -27.2% |
| 1Y | -34.6% | +47.6% | -82.1% | -42.9% |
| All | -14.0% | +35.1% | -49.1% | -26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling