+350.4%
SU vs CASY
+234.8%
+115.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -14.2% | +15.9% | +3.7% |
| 7D | +1.6% | -16.5% | +18.1% | +4.1% |
| 30D | +10.7% | -26.4% | +37.1% | +15.7% |
| 3M | +13.5% | -17.3% | +30.8% | +16.4% |
| 6M | +21.8% | -5.2% | +27.0% | +22.1% |
| YTD | +58.8% | +14.1% | +44.8% | +54.6% |
| 1Y | +72.0% | +16.6% | +55.4% | +66.5% |
| 3Y | +121.7% | +163.7% | -42.0% | +83.1% |
| 5Y | +350.4% | +231.3% | +119.1% | +275.4% |
| All | +350.4% | +234.8% | +115.6% | +275.4% |
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