+108.6%
ASML vs CASY
+276.6%
-168.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.7% |
| 3M | -2.3% | -0.6% | -1.7% | -4.0% |
| 6M | +23.0% | +10.7% | +12.3% | +16.0% |
| YTD | +61.1% | +37.1% | +23.9% | +40.4% |
| 1Y | +129.1% | +52.3% | +76.8% | +90.8% |
| 3Y | +165.4% | +215.2% | -49.8% | +58.7% |
| All | +108.6% | +276.6% | -168.1% | +5.5% |
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