+4,745.6%
ADSK vs CASY
+36,294.0%
-31,548.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.3% | -8.0% | -8.2% |
| 7D | -16.4% | +0.1% | -16.5% | -16.4% |
| 30D | -9.2% | -11.3% | +2.1% | -6.5% |
| 3M | -6.7% | -0.6% | -6.1% | -7.7% |
| 6M | -15.5% | +10.7% | -26.2% | -19.2% |
| YTD | -26.4% | +37.1% | -63.5% | -33.8% |
| 1Y | -31.9% | +52.3% | -84.2% | -40.7% |
| 3Y | -1.0% | +215.2% | -216.2% | -30.6% |
| 5Y | -24.5% | +276.5% | -301.0% | -49.8% |
| 10Y | +220.4% | +508.4% | -288.0% | +81.9% |
| All | +4,745.6% | +36,294.0% | -31,548.5% | +1,012.8% |
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