+191.6%
XOM vs SNPS
+585.0%
-393.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.5% |
| 7D | +1.9% | -4.6% | +6.5% | +2.4% |
| 30D | +4.1% | -3.3% | +7.4% | +4.2% |
| 3M | +10.4% | -13.8% | +24.2% | +12.1% |
| 6M | +13.0% | -8.2% | +21.2% | +13.2% |
| YTD | +40.1% | -15.4% | +55.5% | +41.3% |
| 1Y | +51.1% | +2.4% | +48.7% | +46.8% |
| 3Y | +57.7% | -13.5% | +71.2% | +47.4% |
| 5Y | +264.7% | +19.5% | +245.3% | +203.6% |
| All | +191.6% | +585.0% | -393.4% | +34.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling