+4,437.1%
SNDK vs CPB
-40.1%
+4,477.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.4% |
| 7D | -6.1% | -1.8% | -4.4% | -6.8% |
| 30D | +21.5% | -7.1% | +28.6% | +18.2% |
| 3M | -13.2% | -6.0% | -7.1% | -13.2% |
| 6M | +149.2% | -5.3% | +154.5% | +151.9% |
| YTD | +588.1% | -20.8% | +608.9% | +589.4% |
| 1Y | +1,837.5% | -33.8% | +1,871.4% | +1,908.1% |
| All | +4,437.1% | -40.1% | +4,477.2% | +5,062.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling