+65.2%
ALAB vs CASY
+51.2%
+13.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.3% | +10.1% | +9.7% |
| 7D | +7.2% | +0.1% | +7.1% | +7.2% |
| 30D | -2.5% | -11.3% | +8.8% | -2.6% |
| 3M | -13.3% | -0.6% | -12.7% | -14.8% |
| 6M | +172.8% | +10.7% | +162.1% | +156.2% |
| YTD | +86.6% | +37.1% | +49.5% | +65.6% |
| 1Y | +65.2% | +52.3% | +12.9% | +35.1% |
| All | +65.2% | +51.2% | +13.9% | +35.1% |
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