+65.2%
SEDG vs CASY
+840.8%
-775.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +8.9% | +0.1% | +8.8% | +8.8% |
| 30D | +0.9% | -11.3% | +12.2% | +4.7% |
| 3M | -53.2% | -0.6% | -52.6% | -54.4% |
| 6M | -9.9% | +10.7% | -20.6% | -16.6% |
| YTD | +18.5% | +37.1% | -18.6% | +0.4% |
| 1Y | +0.1% | +52.3% | -52.2% | -19.4% |
| 3Y | -78.9% | +215.2% | -294.1% | -87.7% |
| 5Y | -88.0% | +276.5% | -364.5% | -93.6% |
| 10Y | +97.5% | +508.4% | -410.9% | -16.6% |
| All | +65.2% | +840.8% | -775.6% | -51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling