+1,237.1%
AAPL vs CASY
+468.0%
+769.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -14.2% | +14.0% | +3.4% |
| 7D | -3.0% | -16.5% | +13.6% | +1.4% |
| 30D | +2.3% | -26.4% | +28.7% | +10.3% |
| 3M | +8.6% | -17.3% | +25.9% | +12.4% |
| 6M | +21.6% | -5.2% | +26.8% | +20.4% |
| YTD | +16.3% | +14.1% | +2.2% | +8.9% |
| 1Y | +35.1% | +16.6% | +18.4% | +25.2% |
| 3Y | +79.4% | +163.7% | -84.3% | +24.8% |
| 5Y | +109.8% | +231.3% | -121.5% | +33.0% |
| 10Y | +1,237.1% | +462.9% | +774.2% | +610.3% |
| All | +1,237.1% | +468.0% | +769.1% | +610.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling