+231.1%
SNDK vs CSGP
-55.9%
+287.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -4.5% |
| 7D | +16.2% | -6.1% | +22.3% | +11.0% |
| 30D | -36.8% | +0.3% | -37.1% | -34.3% |
| 3M | -30.3% | -1.3% | -29.0% | -27.9% |
| 6M | -35.4% | -8.9% | -26.5% | -30.5% |
| YTD | +294.9% | -55.2% | +350.2% | +259.8% |
| 1Y | +231.1% | -56.4% | +287.5% | +202.6% |
| All | +231.1% | -55.9% | +287.1% | +202.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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