+24.9%
SEDG vs CASY
+15.3%
+9.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.3% |
| 7D | +8.7% | -17.2% | +26.0% | +6.4% |
| 30D | +10.3% | -24.4% | +34.7% | +6.6% |
| 3M | -32.6% | -31.4% | -1.2% | -35.4% |
| 6M | -3.6% | -8.9% | +5.3% | -14.0% |
| YTD | +27.4% | +13.8% | +13.6% | +8.0% |
| 1Y | +24.9% | +17.0% | +8.0% | +7.1% |
| All | +24.9% | +15.3% | +9.7% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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