-73.1%
SOUN vs CASY
+31.3%
-104.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.4% | -4.4% |
| 7D | -6.1% | +5.0% | -11.0% | -6.0% |
| 30D | -28.2% | +8.2% | -36.4% | -28.2% |
| 3M | -48.1% | -18.2% | -29.9% | -48.6% |
| 6M | -56.4% | -18.6% | -37.8% | -55.0% |
| YTD | -61.2% | +26.8% | -88.0% | -64.7% |
| 1Y | -73.1% | +31.6% | -104.7% | -75.1% |
| All | -73.1% | +31.3% | -104.4% | -75.1% |
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