+156.3%
ACN vs CASY
+551.3%
-395.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.0% | -2.5% |
| 7D | -2.5% | +3.6% | -6.1% | -3.3% |
| 30D | +22.6% | +7.2% | +15.5% | +20.6% |
| 3M | +45.9% | -16.9% | +62.8% | +51.7% |
| 6M | +43.8% | -19.3% | +63.2% | +49.3% |
| YTD | -2.5% | +25.6% | -28.1% | -11.3% |
| 1Y | +6.5% | +30.2% | -23.7% | -4.3% |
| 3Y | -14.2% | +154.9% | -169.0% | -38.9% |
| 5Y | -24.4% | +252.1% | -276.6% | -52.6% |
| 10Y | +156.3% | +535.8% | -379.5% | +34.9% |
| All | +156.3% | +551.3% | -395.0% | +34.9% |
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