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  • CBRS vs SNDQ✓SelectedUSD · SNDQCBRS vs SNDQ performance historyLatest closeAs of+0.31%09/11
Stock and ETF performance explorer

CBRS vs SNDQ

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-38.3%
SNDQ return
-86.1%
Excess return
+47.8%
Maximum drawdown
-45.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSNDQExcessAlpha
1D+0.3%+6.8%-6.5%+1.4%
7D-8.6%+11.6%-20.3%-6.9%
30D-26.8%-45.1%+18.3%-30.7%
3M-15.3%-68.6%+53.3%-20.4%
All-38.3%-86.1%+47.8%-38.5%

Cumulative growth

Daily Returns

Daily percentage return beside SNDQ.

Daily Out/Under-Performance

Portfolio return minus SNDQ return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SNDQ 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 all: compounded portfolio wealth divided by compounded SNDQ 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…

all analysis · Full analysis span regression · Available span rolling