-91.0%
SNDQ vs XEL
+4.0%
-95.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.2% | +13.1% | +10.3% |
| 7D | +66.1% | +4.3% | +61.8% | +53.6% |
| 30D | +122.5% | +12.6% | +109.9% | +84.7% |
| 3M | +11.6% | +4.4% | +7.2% | +4.1% |
| 6M | -82.2% | +0.7% | -82.9% | -82.4% |
| All | -91.0% | +4.0% | -95.0% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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