+2,684.0%
SNDK vs XLY
-0.5%
+2,684.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.3% | +13.2% | +13.4% |
| 7D | +17.2% | -2.0% | +19.1% | +19.5% |
| 30D | +28.8% | -3.1% | +32.0% | +32.8% |
| 3M | -1.1% | -1.8% | +0.7% | +0.6% |
| 6M | +190.5% | -0.9% | +191.3% | +189.8% |
| YTD | +633.0% | -3.4% | +636.4% | +657.8% |
| 1Y | +2,684.0% | -1.5% | +2,685.5% | +2,652.6% |
| All | +2,684.0% | -0.5% | +2,684.5% | +2,652.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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