+1,240.8%
AAPL vs CASY
+562.3%
+678.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.4% |
| 7D | -2.7% | -4.4% | +1.6% | -1.6% |
| 30D | +1.0% | -12.0% | +13.1% | +4.3% |
| 3M | +5.0% | -2.3% | +7.3% | +4.3% |
| 6M | +23.0% | +10.5% | +12.5% | +17.5% |
| YTD | +16.6% | +33.0% | -16.4% | +5.3% |
| 1Y | +33.4% | +41.1% | -7.7% | +17.8% |
| 3Y | +79.9% | +207.5% | -127.6% | +20.7% |
| 5Y | +109.0% | +290.7% | -181.7% | +27.2% |
| All | +1,240.8% | +562.3% | +678.5% | +586.7% |
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