+433.2%
SNDK vs XOM
+53.6%
+379.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.6% | -3.3% | -10.6% |
| 7D | -26.2% | -7.0% | -19.1% | -29.3% |
| 30D | -39.1% | +3.2% | -42.3% | -37.3% |
| 3M | -27.3% | +10.7% | -38.0% | -21.3% |
| 6M | -17.4% | +11.6% | -29.0% | -7.2% |
| YTD | +337.0% | +43.5% | +293.5% | +494.6% |
| 1Y | +433.2% | +52.6% | +380.6% | +635.1% |
| All | +433.2% | +53.6% | +379.6% | +635.1% |
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