+97,349.8%
ASML vs CASY
+13,070.4%
+84,279.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.7% |
| 3M | -2.3% | -0.6% | -1.7% | -4.1% |
| 6M | +23.0% | +10.7% | +12.3% | +15.7% |
| YTD | +61.1% | +37.1% | +23.9% | +39.2% |
| 1Y | +129.1% | +52.3% | +76.8% | +89.0% |
| 3Y | +165.4% | +215.2% | -49.8% | +60.3% |
| 5Y | +109.5% | +276.5% | -167.0% | +16.8% |
| 10Y | +1,645.7% | +508.4% | +1,137.4% | +657.9% |
| All | +97,349.8% | +13,070.4% | +84,279.3% | +7,375.9% |
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