+156.4%
ADBE vs CASY
+468.0%
-311.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -14.2% | +13.3% | +2.5% |
| 7D | -8.9% | -16.5% | +7.6% | -5.1% |
| 30D | -6.6% | -26.4% | +19.8% | +0.2% |
| 3M | +7.1% | -17.3% | +24.4% | +10.7% |
| 6M | -9.8% | -5.2% | -4.6% | -10.8% |
| YTD | -27.2% | +14.1% | -41.3% | -32.0% |
| 1Y | -28.0% | +16.6% | -44.6% | -33.5% |
| 3Y | -54.5% | +163.7% | -218.2% | -68.3% |
| 5Y | -61.5% | +231.3% | -292.8% | -75.4% |
| 10Y | +156.4% | +462.9% | -306.4% | +37.4% |
| All | +156.4% | +468.0% | -311.6% | +37.4% |
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 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