+109.0%
AAPL vs CASY
+274.3%
-165.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.6% |
| 7D | -2.7% | -4.4% | +1.6% | -1.9% |
| 30D | +1.0% | -12.0% | +13.1% | +3.3% |
| 3M | +5.0% | -2.3% | +7.3% | +4.4% |
| 6M | +23.0% | +10.5% | +12.5% | +18.6% |
| YTD | +16.6% | +33.0% | -16.4% | +7.6% |
| 1Y | +33.4% | +41.1% | -7.7% | +20.9% |
| 3Y | +79.9% | +207.5% | -127.6% | +29.7% |
| 5Y | +109.0% | +290.7% | -181.7% | +34.4% |
| All | +109.0% | +274.3% | -165.3% | +34.4% |
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