+357.4%
SOXL vs CASY
+51.2%
+306.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.2% | +9.8% |
| 7D | +5.3% | +0.1% | +5.3% | +5.4% |
| 30D | -11.2% | -11.3% | +0.1% | -12.0% |
| 3M | -55.4% | -0.6% | -54.7% | -56.2% |
| 6M | +107.1% | +10.7% | +96.4% | +103.2% |
| YTD | +179.0% | +37.1% | +141.9% | +198.8% |
| 1Y | +357.4% | +52.3% | +305.1% | +442.1% |
| All | +357.4% | +51.2% | +306.1% | +442.1% |
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