+155.1%
XOP vs SNAP
-92.8%
+247.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | -0.5% |
| 7D | +2.6% | +0.7% | +1.8% | +2.5% |
| 30D | +15.4% | +2.6% | +12.8% | +15.0% |
| 3M | +12.1% | -9.9% | +21.9% | +12.5% |
| 6M | +19.7% | +1.9% | +17.8% | +18.2% |
| YTD | +52.4% | -32.2% | +84.6% | +56.2% |
| 1Y | +47.6% | -22.8% | +70.4% | +48.9% |
| 3Y | +34.4% | -47.6% | +82.0% | +35.4% |
| All | +155.1% | -92.8% | +247.9% | +183.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling