+1,326.9%
AAPL vs CASY
+565.2%
+761.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +1.5% |
| 7D | +1.8% | +5.8% | -4.1% | +0.3% |
| 30D | +4.3% | +10.7% | -6.4% | +1.5% |
| 3M | +16.6% | -13.9% | +30.5% | +20.6% |
| 6M | +21.6% | -18.4% | +40.1% | +26.5% |
| YTD | +31.2% | +29.6% | +1.5% | +18.6% |
| 1Y | +29.6% | +32.8% | -3.3% | +16.0% |
| 3Y | +93.1% | +162.3% | -69.1% | +36.5% |
| 5Y | +146.2% | +265.0% | -118.8% | +52.5% |
| 10Y | +1,326.9% | +555.4% | +771.5% | +641.2% |
| All | +1,326.9% | +565.2% | +761.7% | +641.2% |
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