Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CI vs SNDU✓SelectedUSD · SNDUCI vs SNDU performance historyLatest closeAs of-2.37%09/08
Stock and ETF performance explorer

CI vs SNDU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+4.3%
SNDU return
+235.2%
Excess return
-230.8%
Maximum drawdown
-11.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSNDUExcessAlpha
1D-2.4%-0.7%-1.7%-2.4%
7D-2.6%+25.9%-28.5%-2.1%
30D-2.4%+89.1%-91.4%-1.1%
3M-4.8%-33.6%+28.9%-3.8%
All+4.3%+235.2%-230.8%-2.1%

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 all: 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…

all analysis · Full analysis span regression · Available span rolling