+4,727.7%
SNDK vs CASY
+67.6%
+4,660.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.4% |
| 7D | +13.1% | -4.4% | +17.4% | +13.9% |
| 30D | +43.4% | -12.0% | +55.4% | +46.4% |
| 3M | +5.8% | -2.3% | +8.2% | +4.8% |
| 6M | +229.6% | +10.5% | +219.1% | +215.2% |
| YTD | +632.2% | +33.0% | +599.1% | +573.7% |
| 1Y | +2,365.4% | +41.1% | +2,324.3% | +2,139.7% |
| All | +4,727.7% | +67.6% | +4,660.1% | +4,191.9% |
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