+173.5%
SNDK vs XEL
-6.7%
+180.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.0% | -4.6% |
| 7D | +8.8% | -1.2% | +10.1% | +8.1% |
| 30D | +33.2% | -2.9% | +36.1% | +31.3% |
| 3M | +3.0% | -2.7% | +5.7% | +1.6% |
| 6M | +173.5% | -6.5% | +180.0% | +171.2% |
| All | +173.5% | -6.7% | +180.2% | +171.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling