+4,727.7%
SNDK vs XLE
+52.7%
+4,675.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.8% |
| 7D | +13.1% | 0.0% | +13.1% | +13.0% |
| 30D | +43.4% | +12.6% | +30.7% | +32.9% |
| 3M | +5.8% | +11.8% | -6.0% | -1.6% |
| 6M | +229.6% | +16.1% | +213.5% | +185.9% |
| YTD | +632.2% | +46.9% | +585.3% | +365.0% |
| 1Y | +2,365.4% | +53.3% | +2,312.2% | +1,344.7% |
| All | +4,727.7% | +52.7% | +4,675.1% | +3,081.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling