+45.3%
XOP vs SSNC
-3.9%
+49.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.6% | -4.8% | -6.5% |
| 7D | -10.5% | -1.1% | -9.4% | -10.6% |
| 30D | -4.3% | +0.6% | -5.0% | -4.4% |
| 3M | +4.7% | -1.5% | +6.2% | +4.3% |
| 6M | -0.1% | +15.8% | -15.9% | +1.3% |
| YTD | +43.8% | -8.0% | +51.8% | +43.6% |
| 1Y | +45.3% | -5.8% | +51.1% | +44.6% |
| All | +45.3% | -3.9% | +49.2% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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