+4,437.1%
SNDK vs SHEL
+55.4%
+4,381.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.0% |
| 7D | -6.1% | +4.1% | -10.2% | -8.5% |
| 30D | +21.5% | +8.4% | +13.1% | +15.6% |
| 3M | -13.2% | +13.7% | -26.9% | -19.7% |
| 6M | +149.2% | +12.7% | +136.5% | +129.0% |
| YTD | +588.1% | +35.3% | +552.8% | +411.2% |
| 1Y | +1,837.5% | +39.4% | +1,798.2% | +1,285.6% |
| All | +4,437.1% | +55.4% | +4,381.7% | +3,126.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling