+46.0%
XOM vs SNPS
-33.5%
+79.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | -2.1% |
| 7D | +1.8% | -11.0% | +12.8% | +0.9% |
| 30D | +5.9% | -1.7% | +7.6% | +5.8% |
| 3M | +5.6% | -20.4% | +25.9% | +4.4% |
| 6M | +7.9% | -8.6% | +16.5% | +7.7% |
| YTD | +35.2% | -16.2% | +51.3% | +34.4% |
| 1Y | +46.0% | -34.6% | +80.6% | +44.4% |
| All | +46.0% | -33.5% | +79.5% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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