Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDK vs CAT✓SelectedUSD · CATSNDK vs CAT performance historyLatest closeAs of+1.51%09/09
Stock and ETF performance explorer

SNDK vs CAT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+4,800.5%
CAT return
+135.4%
Excess return
+4,665.1%
Maximum drawdown
-56.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioCATExcessAlpha
1D+1.5%-0.8%+2.3%+2.8%
7D+13.6%+2.9%+10.6%+8.7%
30D+42.5%-2.6%+45.1%+49.5%
3M+7.1%-10.7%+17.8%+37.5%
6M+199.7%+16.1%+183.5%+156.8%
YTD+643.2%+43.2%+600.0%+362.0%
1Y+2,402.0%+96.8%+2,305.2%+921.8%
All+4,800.5%+135.4%+4,665.1%+1,430.2%

Cumulative growth

Daily Returns

Daily percentage return beside CAT.

Daily Out/Under-Performance

Portfolio return minus CAT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CAT 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 CAT 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 · 6 months rolling