-27.0%
SPXU vs CASY
+32.9%
-59.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.1% | -4.0% |
| 7D | +1.5% | +5.8% | -4.3% | +1.2% |
| 30D | +6.4% | +10.7% | -4.3% | +5.9% |
| 3M | +4.2% | -13.9% | +18.1% | +4.7% |
| 6M | -7.8% | -18.4% | +10.7% | -11.4% |
| YTD | -27.5% | +29.6% | -57.2% | -23.6% |
| All | -27.0% | +32.9% | -59.9% | -23.3% |
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 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