-63.5%
ALB vs CASY
+261.5%
-325.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.9% |
| 7D | -3.6% | +2.5% | -6.1% | -4.2% |
| 30D | -2.9% | +10.2% | -13.1% | -5.5% |
| 3M | -25.8% | -15.7% | -10.1% | -22.7% |
| 6M | -53.6% | -18.4% | -35.2% | -51.4% |
| YTD | -32.4% | +28.3% | -60.7% | -40.0% |
| 1Y | -13.0% | +32.6% | -45.6% | -23.9% |
| 3Y | -15.0% | +159.5% | -174.5% | -44.8% |
| 5Y | -63.5% | +263.9% | -327.4% | -80.3% |
| All | -63.5% | +261.5% | -325.1% | -80.3% |
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