+432.9%
SNXX vs XLC
-4.4%
+437.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.2% | +24.6% | +21.8% |
| 7D | +34.9% | -0.8% | +35.7% | +33.8% |
| 30D | +52.5% | +1.0% | +51.5% | +54.2% |
| 3M | -41.3% | -0.7% | -40.6% | -31.3% |
| 6M | +293.8% | -5.1% | +298.9% | +326.2% |
| All | +432.9% | -4.4% | +437.3% | +492.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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