+18,188.7%
AME vs CASY
+33,031.0%
-14,842.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | -5.2% | +1.1% | -6.3% | -5.5% |
| 30D | -8.0% | +8.7% | -16.7% | -9.9% |
| 3M | -8.9% | -17.3% | +8.4% | -5.5% |
| 6M | -5.0% | -19.7% | +14.7% | -1.8% |
| YTD | +11.9% | +24.8% | -12.9% | +4.0% |
| 1Y | +16.6% | +31.9% | -15.3% | +6.9% |
| 3Y | +62.5% | +155.4% | -92.9% | +25.1% |
| 5Y | +67.6% | +250.6% | -183.0% | +18.6% |
| 10Y | +450.4% | +556.8% | -106.5% | +233.9% |
| All | +18,188.7% | +33,031.0% | -14,842.3% | +5,528.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling