+4,601.6%
SNDK vs XOP
+50.3%
+4,551.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.2% |
| 7D | +8.8% | +1.6% | +7.2% | +7.8% |
| 30D | +33.2% | +9.6% | +23.6% | +26.2% |
| 3M | +3.0% | +16.9% | -13.9% | -6.4% |
| 6M | +173.5% | +24.0% | +149.5% | +127.2% |
| YTD | +613.0% | +56.2% | +556.8% | +358.3% |
| 1Y | +2,189.8% | +51.8% | +2,138.0% | +1,405.8% |
| All | +4,601.6% | +50.3% | +4,551.3% | +3,341.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling