+47.6%
XOP vs SNAP
-24.3%
+71.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | -1.0% |
| 7D | +2.6% | +0.7% | +1.8% | +2.6% |
| 30D | +15.4% | +2.6% | +12.8% | +15.6% |
| 3M | +12.1% | -9.9% | +21.9% | +12.8% |
| 6M | +19.7% | +1.9% | +17.8% | +22.6% |
| YTD | +52.4% | -32.2% | +84.6% | +61.7% |
| 1Y | +47.6% | -22.8% | +70.4% | +57.7% |
| All | +47.6% | -24.3% | +71.9% | +57.7% |
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