-32.5%
CBRS vs SNDU
-12.7%
-19.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +23.6% | -13.3% | +6.5% |
| 7D | +17.3% | +35.2% | -17.9% | +11.8% |
| 30D | -2.0% | +50.8% | -52.8% | -8.6% |
| 3M | -2.5% | -43.2% | +40.7% | -8.9% |
| All | -32.5% | -12.7% | -19.8% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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 · Available span rolling