+225.3%
SU vs CASY
+261.5%
-36.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +0.3% | +2.5% | -2.1% | 0.0% |
| 30D | -7.9% | +10.2% | -18.1% | -9.1% |
| 3M | +9.2% | -15.7% | +24.9% | +11.6% |
| 6M | +5.5% | -18.4% | +23.8% | +8.1% |
| YTD | +59.5% | +28.3% | +31.2% | +52.8% |
| 1Y | +59.9% | +32.6% | +27.4% | +52.2% |
| 3Y | +130.3% | +159.5% | -29.2% | +94.6% |
| 5Y | +225.3% | +263.9% | -38.6% | +166.2% |
| All | +225.3% | +261.5% | -36.2% | +166.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling