+88.7%
ACN vs CASY
+549.1%
-460.3%
-68.2%
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% | -3.4% |
| 7D | -4.8% | -4.4% | -0.5% | -3.8% |
| 30D | +1.9% | -12.0% | +13.9% | +4.8% |
| 3M | +3.9% | -2.3% | +6.2% | +3.2% |
| 6M | -15.0% | +10.5% | -25.5% | -19.1% |
| YTD | -31.9% | +33.0% | -64.9% | -38.7% |
| 1Y | -28.5% | +41.1% | -69.6% | -37.0% |
| 3Y | -41.9% | +207.5% | -249.4% | -61.0% |
| 5Y | -42.9% | +290.7% | -333.6% | -65.2% |
| 10Y | +88.7% | +556.5% | -467.7% | -2.9% |
| All | +88.7% | +549.1% | -460.3% | -2.9% |
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