+2,684.0%
SNDK vs SHEL
+32.9%
+2,651.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.9% |
| 7D | +17.2% | +2.2% | +14.9% | +17.2% |
| 30D | +28.8% | +6.8% | +22.0% | +29.2% |
| 3M | -1.1% | +8.1% | -9.2% | +1.2% |
| 6M | +190.5% | +14.4% | +176.0% | +194.9% |
| YTD | +633.0% | +30.0% | +603.0% | +612.9% |
| 1Y | +2,684.0% | +33.3% | +2,650.7% | +2,743.9% |
| All | +2,684.0% | +32.9% | +2,651.1% | +2,743.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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