+85,040.9%
ASML vs CASY
+11,666.4%
+73,374.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.1% |
| 7D | -10.0% | +0.8% | -10.8% | -10.3% |
| 30D | -19.4% | +9.4% | -28.9% | -22.4% |
| 3M | -12.5% | -20.6% | +8.1% | -5.7% |
| 6M | +8.2% | -20.7% | +28.9% | +14.5% |
| YTD | +40.7% | +22.5% | +18.2% | +25.5% |
| 1Y | +46.1% | +29.5% | +16.7% | +27.1% |
| 3Y | +138.5% | +150.0% | -11.5% | +56.7% |
| 5Y | +84.2% | +248.6% | -164.4% | +4.8% |
| 10Y | +1,505.1% | +544.6% | +960.5% | +573.3% |
| All | +85,040.9% | +11,666.4% | +73,374.5% | +6,643.4% |
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