+368.8%
SNXX vs XEL
+1.4%
+367.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.1% | -7.2% | -6.9% |
| 7D | -12.0% | -0.3% | -11.7% | -12.4% |
| 30D | +37.9% | -3.9% | +41.9% | +32.8% |
| 3M | -52.7% | -2.8% | -49.9% | -53.2% |
| 6M | +194.8% | -5.4% | +200.2% | +186.0% |
| All | +368.8% | +1.4% | +367.4% | +430.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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