+2,684.0%
SNDK vs XOM
+46.4%
+2,637.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.7% | +13.6% | +10.8% |
| 7D | +17.2% | +1.8% | +15.4% | +18.5% |
| 30D | +28.8% | +5.9% | +23.0% | +34.0% |
| 3M | -1.1% | +5.6% | -6.7% | +5.1% |
| 6M | +190.5% | +7.9% | +182.6% | +213.2% |
| YTD | +633.0% | +35.2% | +597.8% | +832.6% |
| 1Y | +2,684.0% | +46.0% | +2,638.0% | +3,610.5% |
| All | +2,684.0% | +46.4% | +2,637.6% | +3,610.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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