+9.0%
AMZN vs CASY
+42.6%
-33.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | -0.7% |
| 7D | +0.8% | -4.4% | +5.2% | +0.7% |
| 30D | -6.4% | -12.0% | +5.7% | -6.7% |
| 3M | +4.8% | -2.3% | +7.1% | +4.6% |
| 6M | +20.5% | +10.5% | +10.0% | +20.5% |
| YTD | +11.3% | +33.0% | -21.7% | +13.8% |
| 1Y | +9.0% | +41.1% | -32.2% | +10.2% |
| All | +9.0% | +42.6% | -33.7% | +10.2% |
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