+151.8%
ACN vs CASY
+550.0%
-398.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -1.2% |
| 7D | -5.7% | +2.5% | -8.2% | -6.3% |
| 30D | +17.0% | +10.2% | +6.8% | +14.3% |
| 3M | +39.9% | -15.7% | +55.6% | +44.9% |
| 6M | +50.2% | -18.4% | +68.6% | +55.6% |
| YTD | -4.2% | +28.3% | -32.4% | -13.3% |
| 1Y | +4.3% | +32.6% | -28.2% | -6.7% |
| 3Y | -17.1% | +159.5% | -176.6% | -41.4% |
| 5Y | -26.5% | +263.9% | -290.4% | -54.5% |
| All | +151.8% | +550.0% | -398.2% | +30.3% |
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