+0.5%
SUNB vs CASY
-7.6%
+8.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -14.2% | +20.2% | +4.5% |
| 7D | +9.4% | -16.5% | +25.9% | +7.8% |
| 30D | -6.9% | -26.4% | +19.5% | -8.4% |
| 3M | -11.3% | -17.3% | +6.0% | -12.6% |
| 6M | -1.8% | -5.2% | +3.4% | -10.3% |
| All | +0.5% | -7.6% | +8.1% | -7.1% |
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