+231.3%
CASY vs SOXQ
+269.0%
-37.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | +0.4% | -14.6% | -14.3% |
| 7D | -16.5% | +5.2% | -21.8% | -17.2% |
| 30D | -26.4% | -0.5% | -25.9% | -26.4% |
| 3M | -17.3% | -5.6% | -11.7% | -17.4% |
| 6M | -5.2% | +53.0% | -58.2% | -13.9% |
| YTD | +14.1% | +68.8% | -54.7% | +1.5% |
| 1Y | +16.6% | +105.7% | -89.1% | -0.8% |
| 3Y | +163.7% | +240.5% | -76.8% | +97.3% |
| 5Y | +231.3% | +266.8% | -35.5% | +136.4% |
| All | +231.3% | +269.0% | -37.7% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling