+433.2%
SNDK vs CFG
+34.2%
+399.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.4% | -10.3% | -9.4% |
| 7D | -26.2% | +1.8% | -27.9% | -27.0% |
| 30D | -39.1% | +3.3% | -42.4% | -40.5% |
| 3M | -27.3% | -9.8% | -17.5% | -21.6% |
| 6M | -17.4% | +5.2% | -22.6% | -22.1% |
| YTD | +337.0% | +16.1% | +320.9% | +250.8% |
| 1Y | +433.2% | +33.7% | +399.5% | +251.4% |
| All | +433.2% | +34.2% | +399.0% | +251.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 1y: compounded portfolio wealth divided by compounded CFG 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…
1y analysis · Full analysis span regression · 6 months rolling