+4,733.3%
SNDK vs XLP
+8.9%
+4,724.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +11.3% |
| 7D | +17.2% | -1.0% | +18.2% | +16.3% |
| 30D | +28.8% | -0.9% | +29.7% | +28.3% |
| 3M | -1.1% | +3.8% | -4.9% | -0.5% |
| 6M | +190.5% | -1.7% | +192.2% | +197.9% |
| YTD | +633.0% | +10.3% | +622.7% | +623.9% |
| 1Y | +2,684.0% | +7.8% | +2,676.2% | +2,695.1% |
| All | +4,733.3% | +8.9% | +4,724.4% | +4,907.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling