+264.1%
CASY vs SOXQ
+288.7%
-24.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.2% |
| 7D | -4.4% | +5.3% | -9.6% | -5.1% |
| 30D | -12.0% | -3.7% | -8.3% | -11.6% |
| 3M | -2.3% | -7.8% | +5.5% | -2.0% |
| 6M | +10.5% | +58.4% | -47.9% | -0.1% |
| YTD | +33.0% | +68.1% | -35.1% | +18.5% |
| 1Y | +41.1% | +105.4% | -64.2% | +20.3% |
| 3Y | +207.5% | +239.2% | -31.7% | +131.0% |
| 5Y | +290.7% | +266.9% | +23.8% | +182.4% |
| All | +264.1% | +288.7% | -24.6% | +163.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling