+2,684.0%
SNDK vs XOP
+49.8%
+2,634.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +11.9% |
| 7D | +17.2% | +2.6% | +14.6% | +17.3% |
| 30D | +28.8% | +15.4% | +13.4% | +29.9% |
| 3M | -1.1% | +12.1% | -13.2% | +0.6% |
| 6M | +190.5% | +19.7% | +170.8% | +188.1% |
| YTD | +633.0% | +52.4% | +580.6% | +559.3% |
| 1Y | +2,684.0% | +47.6% | +2,636.4% | +2,416.2% |
| All | +2,684.0% | +49.8% | +2,634.2% | +2,416.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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