+66.7%
SNXX vs XLC
-10.2%
+76.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +3.5% | -19.2% | -11.9% |
| 7D | -47.8% | +1.8% | -49.6% | -46.8% |
| 30D | -66.0% | -6.0% | -60.1% | -68.8% |
| 3M | -57.5% | -6.0% | -51.5% | -60.6% |
| 6M | -66.7% | -9.1% | -57.7% | -62.6% |
| All | +66.7% | -10.2% | +76.8% | +72.4% |
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