+297.5%
AEM vs CASY
+274.3%
+23.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -0.9% |
| 7D | +4.3% | -4.4% | +8.7% | +5.1% |
| 30D | +13.1% | -12.0% | +25.2% | +15.4% |
| 3M | +24.8% | -2.3% | +27.1% | +23.3% |
| 6M | -8.2% | +10.5% | -18.8% | -12.0% |
| YTD | +19.8% | +33.0% | -13.2% | +10.3% |
| 1Y | +32.1% | +41.1% | -9.1% | +19.9% |
| 3Y | +348.2% | +207.5% | +140.7% | +252.5% |
| 5Y | +297.5% | +290.7% | +6.7% | +206.4% |
| All | +297.5% | +274.3% | +23.2% | +206.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling