-12.4%
SOUN vs CASY
+260.1%
-272.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -1.4% |
| 7D | -4.1% | -4.4% | +0.3% | -2.5% |
| 30D | -18.1% | -12.0% | -6.0% | -14.4% |
| 3M | -12.3% | -2.3% | -9.9% | -14.6% |
| 6M | -18.6% | +10.5% | -29.1% | -26.3% |
| YTD | -34.1% | +33.0% | -67.1% | -46.2% |
| 1Y | -57.0% | +41.1% | -98.2% | -66.3% |
| 3Y | +185.7% | +207.5% | -21.8% | +49.3% |
| All | -12.4% | +260.1% | -272.5% | -53.2% |
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