+861.6%
ASX vs CASY
+505.6%
+356.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +2.0% | -11.3% | +13.3% | +5.1% |
| 3M | -1.3% | -0.6% | -0.7% | -3.0% |
| 6M | +71.4% | +10.7% | +60.7% | +63.1% |
| YTD | +135.3% | +37.1% | +98.2% | +109.9% |
| 1Y | +267.5% | +52.3% | +215.2% | +215.5% |
| 3Y | +388.5% | +215.2% | +173.3% | +227.8% |
| 5Y | +417.1% | +276.5% | +140.6% | +223.0% |
| All | +861.6% | +505.6% | +356.0% | +440.7% |
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