+12.1%
SUNB vs CASY
+3.9%
+8.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.2% |
| 7D | +7.1% | +2.5% | +4.6% | +7.3% |
| 30D | +5.4% | +10.2% | -4.8% | +6.4% |
| 3M | +1.7% | -15.7% | +17.4% | +1.2% |
| 6M | +14.1% | -18.4% | +32.5% | +19.9% |
| All | +12.1% | +3.9% | +8.2% | +4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling