+1,837.5%
SNDK vs CVS
+32.3%
+1,805.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.3% |
| 7D | -6.1% | -2.2% | -4.0% | -5.4% |
| 30D | +21.5% | -0.1% | +21.6% | +21.2% |
| 3M | -13.2% | -5.2% | -8.0% | -11.6% |
| 6M | +149.2% | +26.9% | +122.3% | +123.1% |
| YTD | +588.1% | +22.1% | +566.0% | +505.0% |
| 1Y | +1,837.5% | +30.8% | +1,806.7% | +1,465.9% |
| All | +1,837.5% | +32.3% | +1,805.3% | +1,465.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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