+2,684.0%
SNDK vs XEL
+7.2%
+2,676.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +11.6% |
| 7D | +17.2% | -1.0% | +18.1% | +16.9% |
| 30D | +28.8% | -1.9% | +30.8% | +28.4% |
| 3M | -1.1% | -1.9% | +0.8% | -1.6% |
| 6M | +190.5% | -7.4% | +197.9% | +188.6% |
| YTD | +633.0% | +4.1% | +628.9% | +632.4% |
| 1Y | +2,684.0% | +8.0% | +2,676.0% | +2,970.1% |
| All | +2,684.0% | +7.2% | +2,676.8% | +2,970.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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