Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDQ vs CAPR✓SelectedUSD · CAPRSNDQ vs CAPR performance historyLatest closeAs of-3.14%09/09
Stock and ETF performance explorer

SNDQ vs CAPR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-95.8%
CAPR return
-75.3%
Excess return
-20.5%
Maximum drawdown
-95.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioCAPRExcessAlpha
1D-3.1%-4.6%+1.5%-3.9%
7D-26.2%-12.6%-13.6%-27.6%
30D-60.2%+124.4%-184.6%-52.2%
3M-80.4%-66.8%-13.7%-87.4%
All-95.8%-75.3%-20.5%-97.0%

Cumulative growth

Daily Returns

Daily percentage return beside CAPR.

Daily Out/Under-Performance

Portfolio return minus CAPR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CAPR 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 CAPR 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 · Available span rolling