+2,684.0%
SNDK vs CTAS
-1.7%
+2,685.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +11.5% |
| 7D | +17.2% | -1.8% | +19.0% | +14.4% |
| 30D | +28.8% | -0.2% | +29.0% | +29.6% |
| 3M | -1.1% | +11.7% | -12.8% | +15.0% |
| 6M | +190.5% | +0.7% | +189.7% | +221.8% |
| YTD | +633.0% | +7.4% | +625.6% | +737.3% |
| 1Y | +2,684.0% | -2.1% | +2,686.1% | +3,295.4% |
| All | +2,684.0% | -1.7% | +2,685.7% | +3,295.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CTAS.
Daily Out/Under-Performance
Portfolio return minus CTAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTAS 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 CTAS 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