+61,246.3%
SU vs CASY
+36,294.1%
+24,952.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | +7.9% | -11.3% | +19.2% | +8.9% |
| 3M | +3.5% | -0.6% | +4.1% | +3.4% |
| 6M | +19.0% | +10.7% | +8.2% | +17.7% |
| YTD | +55.0% | +37.1% | +17.8% | +50.6% |
| 1Y | +71.2% | +52.3% | +18.9% | +64.8% |
| 3Y | +117.4% | +215.2% | -97.8% | +96.1% |
| 5Y | +335.2% | +276.5% | +58.7% | +285.9% |
| 10Y | +248.7% | +508.4% | -259.6% | +199.9% |
| All | +61,246.3% | +36,294.1% | +24,952.2% | +87,724.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling