+433.2%
SNDK vs XLE
+50.1%
+383.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.7% | -3.2% | -9.8% |
| 7D | -26.2% | -7.2% | -18.9% | -28.4% |
| 30D | -39.1% | +0.1% | -39.2% | -38.5% |
| 3M | -27.3% | +9.2% | -36.5% | -23.2% |
| 6M | -17.4% | +8.4% | -25.8% | -11.5% |
| YTD | +337.0% | +44.9% | +292.1% | +412.0% |
| 1Y | +433.2% | +49.9% | +383.3% | +511.2% |
| All | +433.2% | +50.1% | +383.1% | +511.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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