+63,606.1%
SU vs CASY
+34,208.6%
+29,397.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +1.7% | +3.6% | -1.8% | +1.4% |
| 30D | -7.9% | +9.1% | -16.9% | -8.6% |
| 3M | +7.5% | -16.5% | +24.1% | +9.0% |
| 6M | +7.2% | -19.7% | +26.9% | +8.8% |
| YTD | +60.9% | +29.3% | +31.7% | +56.9% |
| 1Y | +63.6% | +33.1% | +30.5% | +59.0% |
| 3Y | +128.9% | +158.5% | -29.6% | +109.6% |
| 5Y | +228.3% | +266.7% | -38.4% | +191.3% |
| 10Y | +240.6% | +553.5% | -312.9% | +192.4% |
| All | +63,606.1% | +34,208.6% | +29,397.5% | +91,388.7% |
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