+4,601.6%
SNDK vs CAPR
-45.2%
+4,646.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.9% | -0.1% | -4.1% |
| 7D | +8.8% | -10.6% | +19.4% | +8.8% |
| 30D | +33.2% | +111.2% | -78.0% | +33.7% |
| 3M | +3.0% | -67.2% | +70.2% | +2.8% |
| 6M | +173.5% | -75.1% | +248.6% | +172.0% |
| YTD | +613.0% | -71.2% | +684.3% | +610.6% |
| 1Y | +2,189.8% | +31.1% | +2,158.6% | +2,308.7% |
| All | +4,601.6% | -45.2% | +4,646.9% | +4,360.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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