+325.3%
ASX vs CASY
+154.1%
+171.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.4% |
| 7D | -19.9% | +1.1% | -21.0% | -20.0% |
| 30D | -30.9% | +8.7% | -39.6% | -31.5% |
| 3M | -15.1% | -17.3% | +2.2% | -13.1% |
| 6M | -6.5% | -19.7% | +13.3% | -3.9% |
| YTD | +98.4% | +24.8% | +73.6% | +81.5% |
| 1Y | +107.9% | +31.9% | +76.0% | +86.6% |
| 3Y | +325.3% | +155.4% | +169.9% | +209.4% |
| All | +325.3% | +154.1% | +171.2% | +209.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling