+4,437.1%
SNDK vs CB
+29.4%
+4,407.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.3% |
| 7D | -6.1% | -0.7% | -5.5% | -6.7% |
| 30D | +21.5% | -1.2% | +22.7% | +20.6% |
| 3M | -13.2% | +3.8% | -17.0% | -9.9% |
| 6M | +149.2% | +5.8% | +143.4% | +161.5% |
| YTD | +588.1% | +9.4% | +578.7% | +620.6% |
| 1Y | +1,837.5% | +20.7% | +1,816.9% | +1,792.0% |
| All | +4,437.1% | +29.4% | +4,407.7% | +4,218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling