-28.5%
ACN vs CASY
+42.6%
-71.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.1% | -4.5% |
| 7D | -4.8% | -4.4% | -0.5% | -5.4% |
| 30D | +1.9% | -12.0% | +13.9% | +0.2% |
| 3M | +3.9% | -2.3% | +6.2% | +4.3% |
| 6M | -15.0% | +10.5% | -25.5% | -14.4% |
| YTD | -31.9% | +33.0% | -64.9% | -31.8% |
| 1Y | -28.5% | +41.1% | -69.6% | -29.9% |
| All | -28.5% | +42.6% | -71.1% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling