+199.0%
AMD vs CASY
+250.1%
-51.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | -11.0% | +1.1% | -12.1% | -11.3% |
| 30D | -30.5% | +8.7% | -39.2% | -31.9% |
| 3M | -8.2% | -17.3% | +9.1% | -4.7% |
| 6M | +6.6% | -19.7% | +26.3% | +10.6% |
| YTD | +109.7% | +24.8% | +84.8% | +84.9% |
| 1Y | +88.9% | +31.9% | +57.0% | +62.3% |
| 3Y | +301.8% | +155.4% | +146.4% | +148.1% |
| All | +199.0% | +250.1% | -51.1% | +41.9% |
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