+842.6%
ASX vs CASY
+551.3%
+291.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +8.0% | +8.5% |
| 7D | -12.3% | +3.6% | -15.9% | -13.1% |
| 30D | -26.0% | +7.2% | -33.2% | -27.5% |
| 3M | -8.1% | -16.9% | +8.8% | -4.7% |
| 6M | +1.4% | -19.3% | +20.7% | +4.7% |
| YTD | +115.6% | +25.6% | +89.9% | +94.3% |
| 1Y | +128.0% | +30.2% | +97.9% | +102.6% |
| 3Y | +371.4% | +154.9% | +216.5% | +232.4% |
| 5Y | +469.4% | +252.1% | +217.3% | +255.5% |
| 10Y | +842.6% | +535.8% | +306.8% | +438.3% |
| All | +842.6% | +551.3% | +291.3% | +438.3% |
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