+4,437.1%
SNDK vs XOP
+50.5%
+4,386.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.6% |
| 7D | -6.1% | +2.6% | -8.8% | -7.6% |
| 30D | +21.5% | +9.6% | +11.9% | +15.1% |
| 3M | -13.2% | +20.4% | -33.5% | -22.4% |
| 6M | +149.2% | +19.9% | +129.3% | +113.4% |
| YTD | +588.1% | +56.4% | +531.7% | +341.9% |
| 1Y | +1,837.5% | +52.4% | +1,785.1% | +1,169.2% |
| All | +4,437.1% | +50.5% | +4,386.6% | +3,218.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling