-35.2%
SPXU vs CASY
+14.3%
-49.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.4% |
| 7D | +2.5% | -18.6% | +21.1% | +3.0% |
| 30D | +4.2% | -26.6% | +30.8% | +5.1% |
| 3M | -9.3% | -32.8% | +23.5% | -8.5% |
| 6M | -30.7% | -10.0% | -20.7% | -27.4% |
| YTD | -28.1% | +11.6% | -39.8% | -24.3% |
| 1Y | -35.2% | +11.5% | -46.7% | -31.9% |
| All | -35.2% | +14.3% | -49.6% | -31.9% |
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