+54.6%
XOP vs SNAP
-26.1%
+80.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.5% |
| 7D | +1.0% | -5.0% | +6.0% | +0.8% |
| 30D | +10.8% | -0.7% | +11.6% | +10.9% |
| 3M | +19.5% | -5.0% | +24.5% | +20.2% |
| 6M | +21.6% | +3.5% | +18.1% | +23.9% |
| YTD | +55.8% | -34.2% | +90.0% | +65.7% |
| 1Y | +54.6% | -27.1% | +81.7% | +64.7% |
| All | +54.6% | -26.1% | +80.8% | +64.7% |
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