+20.6%
ABNB vs CASY
+324.0%
-303.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.1% | -3.5% |
| 7D | -4.4% | -4.4% | 0.0% | -3.5% |
| 30D | -2.0% | -12.0% | +10.1% | +0.5% |
| 3M | +29.8% | -2.3% | +32.2% | +28.5% |
| 6M | +31.0% | +10.5% | +20.5% | +24.8% |
| YTD | +28.6% | +33.0% | -4.4% | +16.0% |
| 1Y | +40.1% | +41.1% | -1.1% | +23.7% |
| 3Y | +19.7% | +207.5% | -187.8% | -20.2% |
| 5Y | +6.5% | +290.7% | -284.3% | -35.8% |
| All | +20.6% | +324.0% | -303.4% | -31.9% |
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