+4,800.5%
SNDK vs XLE
+53.9%
+4,746.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.0% |
| 7D | +13.6% | +0.3% | +13.2% | +13.3% |
| 30D | +42.5% | +8.5% | +34.0% | +35.3% |
| 3M | +7.1% | +14.6% | -7.5% | -2.2% |
| 6M | +199.7% | +17.6% | +182.1% | +157.5% |
| YTD | +643.2% | +48.1% | +595.1% | +369.6% |
| 1Y | +2,402.0% | +53.8% | +2,348.2% | +1,370.2% |
| All | +4,800.5% | +53.9% | +4,746.5% | +3,112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling