+332.8%
AVAV vs CASY
+556.9%
-224.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.1% |
| 7D | +9.9% | +5.8% | +4.0% | +8.1% |
| 30D | -5.4% | +10.7% | -16.1% | -8.2% |
| 3M | -36.5% | -13.9% | -22.7% | -34.3% |
| 6M | -25.3% | -18.4% | -6.8% | -22.1% |
| YTD | -48.6% | +29.6% | -78.2% | -53.8% |
| 1Y | -62.1% | +32.8% | -94.9% | -66.1% |
| 3Y | +2.3% | +162.3% | -159.9% | -29.0% |
| 5Y | +35.4% | +265.0% | -229.6% | -18.7% |
| All | +332.8% | +556.9% | -224.0% | +108.9% |
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