+4,437.1%
SNDK vs CVX
+48.8%
+4,388.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.6% |
| 7D | -6.1% | +2.6% | -8.7% | -6.6% |
| 30D | +21.5% | +9.8% | +11.7% | +19.1% |
| 3M | -13.2% | +16.2% | -29.4% | -15.3% |
| 6M | +149.2% | +13.6% | +135.6% | +138.6% |
| YTD | +588.1% | +44.4% | +543.7% | +418.6% |
| 1Y | +1,837.5% | +40.6% | +1,796.9% | +1,383.6% |
| All | +4,437.1% | +48.8% | +4,388.3% | +3,630.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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