+1,644.6%
ASML vs CASY
+505.6%
+1,139.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +2.2% | -11.3% | +13.5% | +5.8% |
| 3M | -2.3% | -0.6% | -1.7% | -3.8% |
| 6M | +23.0% | +10.7% | +12.3% | +16.7% |
| YTD | +61.1% | +37.1% | +23.9% | +42.1% |
| 1Y | +129.1% | +52.3% | +76.8% | +94.1% |
| 3Y | +165.4% | +215.2% | -49.8% | +71.1% |
| 5Y | +109.5% | +276.5% | -167.0% | +25.4% |
| All | +1,644.6% | +505.6% | +1,139.0% | +763.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling