+10.0%
ALB vs CASY
+32.0%
-22.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +9.1% | +1.1% | +8.0% | +9.0% |
| 30D | -3.4% | +8.7% | -12.1% | -4.2% |
| 3M | -20.6% | -17.3% | -3.3% | -19.5% |
| 6M | -48.2% | -19.7% | -28.4% | -46.0% |
| YTD | -29.2% | +24.8% | -54.1% | -33.7% |
| 1Y | +10.0% | +31.9% | -21.9% | -3.1% |
| All | +10.0% | +32.0% | -22.0% | -3.1% |
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