+4,601.6%
SNDK vs CB
+29.2%
+4,572.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -3.8% |
| 7D | +8.8% | -2.8% | +11.6% | +6.2% |
| 30D | +33.2% | -2.4% | +35.6% | +30.7% |
| 3M | +3.0% | +2.8% | +0.2% | +6.4% |
| 6M | +173.5% | +4.8% | +168.7% | +186.5% |
| YTD | +613.0% | +9.2% | +603.9% | +645.4% |
| 1Y | +2,189.8% | +22.8% | +2,167.0% | +2,095.9% |
| All | +4,601.6% | +29.2% | +4,572.5% | +4,367.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling