+433.2%
SNDK vs XLP
+24.3%
+408.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.4% | -11.3% | -0.5% |
| 7D | -26.2% | +5.9% | -32.0% | -15.3% |
| 30D | -39.1% | +13.5% | -52.6% | -18.6% |
| 3M | -27.3% | +8.4% | -35.7% | -10.7% |
| 6M | -17.4% | +11.5% | -28.9% | +9.3% |
| YTD | +337.0% | +20.6% | +316.4% | +596.5% |
| 1Y | +433.2% | +24.3% | +408.9% | +785.8% |
| All | +433.2% | +24.3% | +408.9% | +785.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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