+485.5%
SOXL vs CASY
+207.5%
+278.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.0% | +8.1% | +6.6% |
| 7D | +16.4% | -4.4% | +20.7% | +18.8% |
| 30D | -12.1% | -12.0% | -0.1% | -6.8% |
| 3M | -41.7% | -2.3% | -39.4% | -45.4% |
| 6M | +157.4% | +10.5% | +146.9% | +122.5% |
| YTD | +193.3% | +33.0% | +160.3% | +119.3% |
| 1Y | +355.3% | +41.1% | +314.2% | +216.0% |
| All | +485.5% | +207.5% | +278.0% | +161.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling