+368.8%
SNXX vs CASY
-0.3%
+369.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.9% | -5.1% | -6.7% |
| 7D | -12.0% | -18.6% | +6.6% | -8.7% |
| 30D | +37.9% | -26.6% | +64.6% | +47.5% |
| 3M | -52.7% | -32.8% | -19.9% | -47.7% |
| 6M | +194.8% | -10.0% | +204.8% | +129.5% |
| All | +368.8% | -0.3% | +369.1% | +177.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling