+2,793.8%
ASX vs CASY
+6,669.9%
-3,876.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +2.2% | -22.9% | -21.4% |
| 7D | -33.3% | +1.8% | -35.1% | -33.8% |
| 30D | -36.5% | +11.2% | -47.6% | -38.7% |
| 3M | -19.2% | -19.1% | -0.1% | -15.4% |
| 6M | -10.2% | -19.9% | +9.7% | -7.1% |
| YTD | +86.5% | +25.2% | +61.3% | +68.5% |
| 1Y | +89.6% | +31.6% | +58.0% | +68.2% |
| 3Y | +298.6% | +155.4% | +143.2% | +184.0% |
| 5Y | +414.3% | +251.5% | +162.7% | +227.9% |
| 10Y | +711.1% | +558.6% | +152.4% | +313.1% |
| All | +2,793.8% | +6,669.9% | -3,876.1% | +482.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling