+272,508.4%
AMZN vs CASY
+9,224.4%
+263,284.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.3% | +2.7% |
| 7D | +8.7% | +3.6% | +5.1% | +7.5% |
| 30D | +1.7% | +7.2% | -5.5% | -0.6% |
| 3M | -2.8% | -16.9% | +14.2% | +2.1% |
| 6M | -2.1% | -19.3% | +17.2% | +2.3% |
| YTD | +15.6% | +25.6% | -10.0% | +4.5% |
| 1Y | +9.2% | +30.2% | -20.9% | -2.7% |
| 3Y | +89.9% | +154.9% | -65.0% | +32.7% |
| 5Y | +49.3% | +252.1% | -202.8% | -7.3% |
| 10Y | +591.6% | +535.8% | +55.8% | +230.7% |
| All | +272,508.4% | +9,224.4% | +263,284.0% | +43,844.3% |
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