+2,684.0%
SNDK vs XLE
+49.3%
+2,634.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.8% | +11.5% |
| 7D | +17.2% | +2.2% | +15.0% | +18.2% |
| 30D | +28.8% | +11.8% | +17.1% | +35.2% |
| 3M | -1.1% | +9.8% | -10.9% | +4.4% |
| 6M | +190.5% | +15.6% | +174.9% | +210.0% |
| YTD | +633.0% | +45.3% | +587.7% | +701.2% |
| 1Y | +2,684.0% | +48.3% | +2,635.7% | +2,852.5% |
| All | +2,684.0% | +49.3% | +2,634.7% | +2,852.5% |
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