+210.5%
ALLE vs CASY
+565.2%
-354.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.1% |
| 7D | -0.8% | +5.8% | -6.6% | -2.6% |
| 30D | +27.4% | +10.7% | +16.7% | +23.2% |
| 3M | +13.8% | -13.9% | +27.7% | +18.7% |
| 6M | +45.5% | -18.4% | +63.9% | +52.6% |
| YTD | +21.4% | +29.6% | -8.2% | +7.0% |
| 1Y | +15.4% | +32.8% | -17.5% | +0.6% |
| 3Y | +91.7% | +162.3% | -70.6% | +24.0% |
| 5Y | +54.5% | +265.0% | -210.5% | -14.7% |
| 10Y | +210.5% | +555.4% | -344.8% | +40.1% |
| All | +210.5% | +565.2% | -354.6% | +40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling