+4,437.1%
SNDK vs XLE
+53.5%
+4,383.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.7% |
| 7D | -6.1% | +1.7% | -7.8% | -7.1% |
| 30D | +21.5% | +6.7% | +14.8% | +16.6% |
| 3M | -13.2% | +14.9% | -28.1% | -20.7% |
| 6M | +149.2% | +15.9% | +133.3% | +117.3% |
| YTD | +588.1% | +47.7% | +540.4% | +335.5% |
| 1Y | +1,837.5% | +50.7% | +1,786.8% | +1,072.7% |
| All | +4,437.1% | +53.5% | +4,383.6% | +2,879.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling