+4,601.6%
SNDK vs CPB
-40.3%
+4,641.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.3% | +0.2% | -5.9% |
| 7D | +8.8% | -5.4% | +14.2% | +6.4% |
| 30D | +33.2% | -7.8% | +41.0% | +29.1% |
| 3M | +3.0% | -6.9% | +9.9% | +2.7% |
| 6M | +173.5% | -12.2% | +185.7% | +173.8% |
| YTD | +613.0% | -21.1% | +634.1% | +613.5% |
| 1Y | +2,189.8% | -33.5% | +2,223.3% | +2,262.9% |
| All | +4,601.6% | -40.3% | +4,641.9% | +5,242.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 3y: compounded portfolio wealth divided by compounded CPB 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…
3y analysis · Full analysis span regression · 6 months rolling