+2,358.4%
SNDK vs CB
+43.7%
+2,314.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -4.5% |
| 7D | +6.0% | +2.9% | +3.0% | +9.3% |
| 30D | -36.9% | +7.3% | -44.2% | -31.6% |
| 3M | -42.1% | +9.4% | -51.5% | -35.6% |
| 6M | -38.8% | +19.6% | -58.5% | -27.6% |
| YTD | +272.8% | +21.5% | +251.3% | +338.9% |
| 1Y | +263.3% | +28.0% | +235.3% | +314.1% |
| All | +2,358.4% | +43.7% | +2,314.6% | +2,530.0% |
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