+432.9%
SNXX vs CAPR
-60.3%
+493.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.3% | +22.1% | +23.1% |
| 7D | +34.9% | -2.0% | +36.9% | +35.5% |
| 30D | +52.5% | +139.2% | -86.6% | +21.7% |
| 3M | -41.3% | -66.4% | +25.0% | -6.0% |
| 6M | +293.8% | -63.1% | +356.9% | +478.2% |
| All | +432.9% | -60.3% | +493.2% | +674.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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