+232.9%
ABT vs CASY
+551.3%
-318.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.4% |
| 7D | +0.3% | +3.6% | -3.3% | -0.5% |
| 30D | +11.6% | +7.2% | +4.4% | +9.9% |
| 3M | +3.1% | -16.9% | +20.1% | +7.0% |
| 6M | +32.8% | -19.3% | +52.1% | +37.7% |
| YTD | -9.6% | +25.6% | -35.2% | -16.8% |
| 1Y | -10.4% | +30.2% | -40.5% | -18.4% |
| 3Y | +25.8% | +154.9% | -129.0% | -7.1% |
| 5Y | -3.4% | +252.1% | -255.6% | -36.6% |
| 10Y | +232.9% | +535.8% | -303.0% | +79.5% |
| All | +232.9% | +551.3% | -318.5% | +79.5% |
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 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