-18.2%
SONY vs CASY
+15.5%
-33.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -14.2% | +13.9% | -0.2% |
| 7D | -4.9% | -16.5% | +11.6% | -4.8% |
| 30D | -1.6% | -26.4% | +24.8% | -1.5% |
| 3M | +10.0% | -17.3% | +27.3% | +10.3% |
| 6M | +8.4% | -5.2% | +13.6% | +8.2% |
| YTD | -8.4% | +14.1% | -22.5% | -6.7% |
| All | -18.2% | +15.5% | -33.7% | -14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling