+4,800.5%
SNDK vs CASY
+43.8%
+4,756.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -14.2% | +15.7% | +3.5% |
| 7D | +13.6% | -16.5% | +30.1% | +16.2% |
| 30D | +42.5% | -26.4% | +68.9% | +48.8% |
| 3M | +7.1% | -17.3% | +24.4% | +8.6% |
| 6M | +199.7% | -5.2% | +204.9% | +192.1% |
| YTD | +643.2% | +14.1% | +629.1% | +597.0% |
| 1Y | +2,402.0% | +16.6% | +2,385.4% | +2,233.5% |
| All | +4,800.5% | +43.8% | +4,756.7% | +4,340.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling