+260.6%
SNDU vs COPX
+12.1%
+248.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.6% | +24.3% | +24.9% |
| 7D | +35.2% | -4.0% | +39.1% | +45.2% |
| 30D | +50.8% | +4.5% | +46.3% | +32.0% |
| 3M | -43.2% | +0.8% | -44.0% | -42.6% |
| All | +260.6% | +12.1% | +248.5% | +208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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 · Available span rolling