+2,358.4%
SNDK vs CASY
+62.9%
+2,295.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.7% |
| 7D | +6.0% | +3.6% | +2.4% | +5.7% |
| 30D | -36.9% | +9.1% | -46.0% | -37.5% |
| 3M | -42.1% | -16.5% | -25.6% | -40.4% |
| 6M | -38.8% | -19.7% | -19.1% | -35.8% |
| YTD | +272.8% | +29.3% | +243.6% | +244.4% |
| 1Y | +263.3% | +33.1% | +230.2% | +232.6% |
| All | +2,358.4% | +62.9% | +2,295.5% | +2,094.2% |
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 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