-57.7%
ADBE vs CASY
+154.1%
-211.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.9% |
| 7D | -4.4% | +1.1% | -5.5% | -4.5% |
| 30D | +2.8% | +8.7% | -5.9% | +2.1% |
| 3M | -8.0% | -17.3% | +9.3% | -6.9% |
| 6M | -4.3% | -19.7% | +15.4% | -2.6% |
| YTD | -31.6% | +24.8% | -56.5% | -35.2% |
| 1Y | -26.9% | +31.9% | -58.8% | -31.4% |
| 3Y | -57.7% | +155.4% | -213.1% | -64.3% |
| All | -57.7% | +154.1% | -211.7% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling