+160.7%
SPMO vs CASY
+209.8%
-49.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.5% | +0.9% |
| 7D | +3.4% | -4.4% | +7.7% | +4.0% |
| 30D | +0.5% | -12.0% | +12.6% | +2.1% |
| 3M | +1.9% | -2.3% | +4.2% | +1.1% |
| 6M | +27.8% | +10.5% | +17.3% | +23.6% |
| YTD | +26.7% | +33.0% | -6.4% | +17.7% |
| 1Y | +28.9% | +41.1% | -12.2% | +17.9% |
| 3Y | +160.7% | +207.5% | -46.8% | +107.6% |
| All | +160.7% | +209.8% | -49.1% | +107.6% |
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