-91.0%
SNDQ vs CPB
+13.1%
-104.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +5.9% | +9.4% | +2.0% |
| 7D | +66.1% | +13.0% | +53.2% | +30.1% |
| 30D | +122.5% | +20.5% | +102.0% | +52.0% |
| 3M | +11.6% | +2.2% | +9.4% | +3.3% |
| 6M | -82.2% | +15.4% | -97.6% | -86.8% |
| All | -91.0% | +13.1% | -104.1% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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