+4,437.1%
SNDK vs XLC
+10.8%
+4,426.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -4.5% |
| 7D | -6.1% | +0.5% | -6.6% | -6.7% |
| 30D | +21.5% | +2.1% | +19.4% | +18.1% |
| 3M | -13.2% | +0.7% | -13.9% | -15.6% |
| 6M | +149.2% | -3.2% | +152.4% | +158.7% |
| YTD | +588.1% | -3.8% | +591.9% | +613.0% |
| 1Y | +1,837.5% | -2.0% | +1,839.6% | +1,857.1% |
| All | +4,437.1% | +10.8% | +4,426.3% | +3,774.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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