+12.9%
XLE vs SNDQ
-90.8%
+103.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +15.3% | -20.0% | -4.8% |
| 7D | -7.2% | +66.1% | -73.4% | -7.7% |
| 30D | +0.1% | +122.5% | -122.4% | -0.6% |
| 3M | +9.2% | +11.6% | -2.4% | +8.6% |
| 6M | +8.4% | -82.2% | +90.5% | +9.8% |
| All | +12.9% | -90.8% | +103.7% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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