+158.5%
CASY vs SOXQ
+189.0%
-30.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.2% | +1.0% |
| 7D | +3.6% | +8.2% | -4.6% | +2.9% |
| 30D | +9.1% | -13.2% | +22.2% | +10.1% |
| 3M | -16.5% | -18.5% | +2.0% | -15.3% |
| 6M | -19.7% | -15.4% | -4.3% | -19.9% |
| YTD | +29.3% | +43.6% | -14.3% | +17.4% |
| 1Y | +33.1% | +49.2% | -16.1% | +19.9% |
| 3Y | +158.5% | +190.2% | -31.7% | +99.5% |
| All | +158.5% | +189.0% | -30.4% | +99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling