+47.7%
XLE vs SNAP
-41.2%
+88.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +1.0% |
| 7D | +5.4% | +6.0% | -0.6% | +5.8% |
| 30D | -3.9% | -13.8% | +9.8% | -4.7% |
| 3M | +7.0% | -0.8% | +7.8% | +7.5% |
| 6M | +14.2% | -6.2% | +20.4% | +15.2% |
| YTD | +48.2% | -34.8% | +83.0% | +50.4% |
| 1Y | +47.7% | -38.7% | +86.4% | +54.0% |
| All | +47.7% | -41.2% | +88.8% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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