-56.4%
SOUN vs CASY
+22.7%
-79.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -14.2% | +12.9% | -1.6% |
| 7D | -4.4% | -16.5% | +12.1% | -4.7% |
| 30D | -13.1% | -26.4% | +13.2% | -13.7% |
| 3M | -7.7% | -17.3% | +9.6% | -9.4% |
| 6M | -21.2% | -5.2% | -16.0% | -26.3% |
| YTD | -35.0% | +14.1% | -49.1% | -40.7% |
| 1Y | -56.4% | +16.6% | -73.0% | -59.4% |
| All | -56.4% | +22.7% | -79.1% | -59.4% |
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