+19,870.7%
ADBE vs CASY
+33,247.3%
-13,376.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | -5.6% | +3.6% | -9.2% | -6.6% |
| 30D | -2.0% | +7.2% | -9.2% | -4.0% |
| 3M | -10.5% | -16.9% | +6.4% | -6.2% |
| 6M | -6.2% | -19.3% | +13.1% | -2.1% |
| YTD | -32.2% | +25.6% | -57.8% | -38.3% |
| 1Y | -27.4% | +30.2% | -57.6% | -34.8% |
| 3Y | -58.9% | +154.9% | -213.8% | -70.6% |
| 5Y | -64.5% | +252.1% | -316.6% | -77.1% |
| 10Y | +120.0% | +535.8% | -415.8% | +13.5% |
| All | +19,870.7% | +33,247.3% | -13,376.6% | +3,254.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling