-29.8%
SYK vs CASY
+16.6%
-46.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.9% |
| 7D | -12.3% | -17.2% | +4.9% | -12.1% |
| 30D | -22.4% | -24.4% | +1.9% | -22.3% |
| 3M | -12.3% | -31.4% | +19.1% | -12.0% |
| 6M | -24.3% | -8.9% | -15.4% | -25.3% |
| YTD | -22.8% | +13.8% | -36.6% | -25.5% |
| All | -29.8% | +16.6% | -46.4% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling