+41.0%
XLE vs SNAP
-39.3%
+80.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.6% |
| 7D | -7.9% | -7.3% | -0.6% | -8.2% |
| 30D | -4.8% | -18.9% | +14.1% | -6.0% |
| 3M | +8.4% | -5.3% | +13.6% | +8.5% |
| 6M | +12.7% | -16.9% | +29.6% | +12.6% |
| YTD | +41.3% | -37.4% | +78.7% | +42.3% |
| All | +41.0% | -39.3% | +80.3% | +43.3% |
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