+2,684.0%
SNDK vs CHD
+7.1%
+2,676.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.8% |
| 7D | +17.2% | -2.7% | +19.8% | +13.5% |
| 30D | +28.8% | -4.6% | +33.5% | +23.1% |
| 3M | -1.1% | +5.0% | -6.1% | +7.3% |
| 6M | +190.5% | -3.2% | +193.7% | +206.3% |
| YTD | +633.0% | +18.6% | +614.4% | +802.7% |
| 1Y | +2,684.0% | +4.8% | +2,679.2% | +3,404.5% |
| All | +2,684.0% | +7.1% | +2,676.9% | +3,404.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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