+414.3%
ASX vs CASY
+254.0%
+160.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +2.2% | -22.9% | -21.1% |
| 7D | -33.3% | +1.8% | -35.1% | -33.5% |
| 30D | -36.5% | +11.2% | -47.6% | -37.8% |
| 3M | -19.2% | -19.1% | -0.1% | -16.2% |
| 6M | -10.2% | -19.9% | +9.7% | -7.3% |
| YTD | +86.5% | +25.2% | +61.3% | +68.7% |
| 1Y | +89.6% | +31.6% | +58.0% | +68.4% |
| 3Y | +298.6% | +155.4% | +143.2% | +180.3% |
| 5Y | +414.3% | +251.5% | +162.7% | +209.6% |
| All | +414.3% | +254.0% | +160.2% | +209.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling