+415.3%
ASX vs CASY
+250.1%
+165.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.5% |
| 7D | -19.9% | +1.1% | -21.0% | -20.1% |
| 30D | -30.9% | +8.7% | -39.6% | -32.1% |
| 3M | -15.1% | -17.3% | +2.2% | -12.4% |
| 6M | -6.5% | -19.7% | +13.3% | -3.6% |
| YTD | +98.4% | +24.8% | +73.6% | +79.5% |
| 1Y | +107.9% | +31.9% | +76.0% | +84.3% |
| 3Y | +325.3% | +155.4% | +169.9% | +198.8% |
| All | +415.3% | +250.1% | +165.2% | +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 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