+1,007.5%
ASX vs CASY
+565.2%
+442.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.2% | +4.4% | +6.1% |
| 7D | +0.8% | +5.8% | -5.0% | -0.6% |
| 30D | -20.4% | +10.7% | -31.1% | -22.7% |
| 3M | -2.1% | -13.9% | +11.7% | +0.7% |
| 6M | +8.2% | -18.4% | +26.7% | +11.7% |
| YTD | +137.3% | +29.6% | +107.6% | +112.3% |
| 1Y | +155.0% | +32.8% | +122.2% | +125.8% |
| 3Y | +397.9% | +162.3% | +235.7% | +248.6% |
| 5Y | +529.2% | +265.0% | +264.2% | +288.9% |
| 10Y | +1,007.5% | +555.4% | +452.2% | +526.5% |
| All | +1,007.5% | +565.2% | +442.4% | +526.5% |
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 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