+166.4%
CASY vs SOXQ
+235.9%
-69.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | +0.4% | -14.6% | -14.3% |
| 7D | -16.5% | +5.2% | -21.8% | -17.0% |
| 30D | -26.4% | -0.5% | -25.9% | -26.4% |
| 3M | -17.3% | -5.6% | -11.7% | -17.3% |
| 6M | -5.2% | +53.0% | -58.2% | -12.9% |
| YTD | +14.1% | +68.8% | -54.7% | +2.9% |
| 1Y | +16.6% | +105.7% | -89.1% | +0.9% |
| All | +166.4% | +235.9% | -69.5% | +115.0% |
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