+12.5%
SONY vs CASY
+254.7%
-242.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.4% |
| 7D | +5.2% | +5.0% | +0.2% | +4.5% |
| 30D | +10.7% | +8.2% | +2.6% | +9.6% |
| 3M | +12.1% | -18.2% | +30.3% | +14.7% |
| 6M | +32.6% | -18.6% | +51.2% | +35.7% |
| YTD | +4.3% | +26.8% | -22.5% | -0.9% |
| 1Y | -4.5% | +31.6% | -36.1% | -9.9% |
| 3Y | +56.9% | +156.5% | -99.6% | +30.7% |
| 5Y | +12.5% | +258.6% | -246.2% | -14.8% |
| All | +12.5% | +254.7% | -242.2% | -14.8% |
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