+4,800.5%
SNDK vs XLC
+9.0%
+4,791.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.1% |
| 7D | +13.6% | -1.4% | +15.0% | +15.0% |
| 30D | +42.5% | -0.9% | +43.4% | +43.0% |
| 3M | +7.1% | -0.3% | +7.5% | +5.1% |
| 6M | +199.7% | -5.2% | +204.8% | +219.0% |
| YTD | +643.2% | -5.3% | +648.5% | +683.3% |
| 1Y | +2,402.0% | -2.8% | +2,404.8% | +2,437.1% |
| All | +4,800.5% | +9.0% | +4,791.4% | +4,156.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling