+433.2%
SNDK vs COPX
+31.7%
+401.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.0% | -11.9% | -11.7% |
| 7D | -26.2% | -3.0% | -23.2% | -24.0% |
| 30D | -39.1% | -13.6% | -25.5% | -30.0% |
| 3M | -27.3% | -11.2% | -16.1% | -20.5% |
| 6M | -17.4% | -2.4% | -15.0% | -16.2% |
| YTD | +337.0% | +4.2% | +332.8% | +237.3% |
| 1Y | +433.2% | +32.2% | +401.0% | +141.0% |
| All | +433.2% | +31.7% | +401.5% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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