+55.9%
SOXL vs CASY
+32.1%
+23.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.4% | -10.2% | -8.5% |
| 7D | -37.9% | +0.8% | -38.7% | -37.7% |
| 30D | -59.4% | +9.4% | -68.8% | -58.7% |
| 3M | -52.3% | -20.6% | -31.7% | -52.5% |
| 6M | -47.7% | -20.7% | -27.0% | -43.7% |
| YTD | +58.8% | +22.5% | +36.2% | +66.4% |
| 1Y | +55.9% | +29.5% | +26.4% | +74.7% |
| All | +55.9% | +32.1% | +23.7% | +74.7% |
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