+11.5%
CASY vs SOXQ
+98.3%
-86.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -1.9% |
| 7D | -18.6% | +0.8% | -19.4% | -18.6% |
| 30D | -26.6% | -4.6% | -22.1% | -26.7% |
| 3M | -32.8% | -10.2% | -22.6% | -32.7% |
| 6M | -10.0% | +49.7% | -59.7% | -12.8% |
| YTD | +11.6% | +67.2% | -55.6% | +9.1% |
| 1Y | +11.5% | +98.0% | -86.5% | +12.8% |
| All | +11.5% | +98.3% | -86.9% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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