+132.9%
ADBE vs CASY
+550.0%
-417.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | -3.2% | +2.5% | -5.7% | -3.8% |
| 30D | +1.0% | +10.2% | -9.3% | -1.5% |
| 3M | -7.8% | -15.7% | +7.9% | -4.4% |
| 6M | -1.0% | -18.4% | +17.4% | +2.8% |
| YTD | -31.8% | +28.3% | -60.1% | -38.3% |
| 1Y | -29.2% | +32.6% | -61.8% | -36.6% |
| 3Y | -60.1% | +159.5% | -219.6% | -71.6% |
| 5Y | -63.7% | +263.9% | -327.6% | -77.4% |
| All | +132.9% | +550.0% | -417.1% | +20.9% |
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