+2,032.3%
SNPS vs XOP
+82.9%
+1,949.4%
-49.1%
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 | -11.0% | +2.6% | -13.6% | -11.6% |
| 30D | -1.7% | +15.4% | -17.2% | -5.2% |
| 3M | -20.4% | +12.1% | -32.4% | -22.8% |
| 6M | -8.6% | +19.7% | -28.3% | -13.4% |
| YTD | -16.2% | +52.4% | -68.6% | -25.3% |
| 1Y | -34.6% | +47.6% | -82.1% | -41.5% |
| 3Y | -14.5% | +34.4% | -48.8% | -22.5% |
| 5Y | +17.0% | +154.4% | -137.4% | -11.6% |
| 10Y | +560.0% | +54.7% | +505.3% | +400.7% |
| All | +2,032.3% | +82.9% | +1,949.4% | +1,151.3% |
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