-19.6%
SIRI vs CASY
+17,813.6%
-17,833.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | -4.7% | -11.3% | +6.6% | -1.8% |
| 3M | +5.3% | -0.6% | +5.9% | +4.2% |
| 6M | +30.5% | +10.7% | +19.8% | +24.9% |
| YTD | +49.6% | +37.1% | +12.5% | +34.8% |
| 1Y | +28.5% | +52.3% | -23.8% | +12.1% |
| 3Y | -27.5% | +215.2% | -242.7% | -49.2% |
| 5Y | -44.7% | +276.5% | -321.1% | -63.4% |
| 10Y | -12.6% | +508.4% | -521.0% | -50.7% |
| All | -19.6% | +17,813.6% | -17,833.2% | -78.2% |
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