+142.4%
AAPL vs CASY
+261.5%
-119.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +3.2% | +2.5% | +0.7% | +2.7% |
| 30D | +4.1% | +10.2% | -6.2% | +2.3% |
| 3M | +17.5% | -15.7% | +33.2% | +20.8% |
| 6M | +20.6% | -18.4% | +39.0% | +24.1% |
| YTD | +31.0% | +28.3% | +2.7% | +21.3% |
| 1Y | +30.2% | +32.6% | -2.3% | +19.4% |
| 3Y | +92.9% | +159.5% | -66.7% | +46.5% |
| 5Y | +142.4% | +263.9% | -121.5% | +57.1% |
| All | +142.4% | +261.5% | -119.1% | +57.1% |
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