-28.0%
ADBE vs CASY
+22.7%
-50.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -14.2% | +13.3% | -1.7% |
| 7D | -8.9% | -16.5% | +7.6% | -9.7% |
| 30D | -6.6% | -26.4% | +19.8% | -8.3% |
| 3M | +7.1% | -17.3% | +24.4% | +6.8% |
| 6M | -9.8% | -5.2% | -4.6% | -9.4% |
| YTD | -27.2% | +14.1% | -41.3% | -26.7% |
| 1Y | -28.0% | +16.6% | -44.6% | -28.2% |
| All | -28.0% | +22.7% | -50.8% | -28.2% |
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