+368.8%
SNXX vs XOP
+46.3%
+322.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.1% | -7.2% | -7.0% |
| 7D | -12.0% | +2.6% | -14.7% | -10.7% |
| 30D | +37.9% | +9.6% | +28.3% | +45.5% |
| 3M | -52.7% | +20.4% | -73.0% | -44.7% |
| 6M | +194.8% | +19.9% | +174.9% | +241.9% |
| All | +368.8% | +46.3% | +322.4% | +545.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling