+115.4%
AMD vs CASY
+32.9%
+82.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.5% | -8.6% |
| 7D | +18.9% | +3.6% | +15.4% | +19.7% |
| 30D | -6.4% | +9.1% | -15.5% | -4.9% |
| 3M | +10.6% | -16.5% | +27.1% | +10.0% |
| 6M | +19.9% | -19.7% | +39.6% | +24.0% |
| YTD | +149.4% | +29.3% | +120.1% | +154.9% |
| 1Y | +115.4% | +33.1% | +82.3% | +123.7% |
| All | +115.4% | +32.9% | +82.5% | +123.7% |
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