-46.0%
SOUN vs CASY
+240.1%
-286.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.1% | -1.7% |
| 7D | -1.0% | +3.6% | -4.6% | -2.2% |
| 30D | -24.9% | +7.2% | -32.1% | -26.9% |
| 3M | -49.5% | -16.9% | -32.6% | -46.5% |
| 6M | -54.4% | -19.3% | -35.1% | -51.8% |
| YTD | -59.4% | +25.6% | -85.0% | -66.4% |
| 1Y | -71.4% | +30.2% | -101.5% | -76.9% |
| 3Y | +134.1% | +154.9% | -20.8% | +29.6% |
| All | -46.0% | +240.1% | -286.1% | -70.8% |
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