+122,851.5%
AAPL vs CASY
+36,294.0%
+86,557.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +3.0% | -11.3% | +14.3% | +5.6% |
| 3M | +2.9% | -0.6% | +3.5% | +2.1% |
| 6M | +22.1% | +10.7% | +11.4% | +18.0% |
| YTD | +18.0% | +37.1% | -19.1% | +8.6% |
| 1Y | +33.9% | +52.3% | -18.4% | +20.0% |
| 3Y | +71.2% | +215.2% | -144.0% | +27.9% |
| 5Y | +112.6% | +276.5% | -163.9% | +51.5% |
| 10Y | +1,198.8% | +508.4% | +690.4% | +713.3% |
| All | +122,851.5% | +36,294.0% | +86,557.5% | +33,316.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling