+96.8%
ACN vs CASY
+569.1%
-472.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +9.4% | -11.3% | +20.7% | +12.3% |
| 3M | +5.6% | -0.6% | +6.3% | +4.6% |
| 6M | -9.3% | +10.7% | -20.0% | -13.5% |
| YTD | -29.0% | +37.1% | -66.1% | -36.5% |
| 1Y | -24.7% | +52.3% | -77.0% | -35.0% |
| 3Y | -39.8% | +215.2% | -255.0% | -59.8% |
| 5Y | -40.9% | +276.5% | -317.4% | -63.4% |
| All | +96.8% | +569.1% | -472.2% | +0.6% |
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