-25.8%
ACN vs CASY
+266.7%
-292.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -3.8% | +3.6% | -7.4% | -4.4% |
| 30D | +16.5% | +9.1% | +7.5% | +15.1% |
| 3M | +41.5% | -16.5% | +58.0% | +44.3% |
| 6M | +60.1% | -19.7% | +79.8% | +64.3% |
| YTD | -3.9% | +29.3% | -33.2% | -11.3% |
| 1Y | +4.1% | +33.1% | -29.0% | -4.7% |
| 3Y | -15.9% | +158.5% | -174.4% | -36.3% |
| All | -25.8% | +266.7% | -292.4% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling