+691.7%
AVGO vs CASY
+276.6%
+415.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.0% | +0.1% | -3.0% | -3.0% |
| 30D | -14.4% | -11.3% | -3.1% | -12.0% |
| 3M | -14.4% | -0.6% | -13.8% | -15.7% |
| 6M | +13.1% | +10.7% | +2.4% | +7.2% |
| YTD | +3.8% | +37.1% | -33.3% | -8.8% |
| 1Y | +17.8% | +52.3% | -34.5% | -1.1% |
| 3Y | +325.3% | +215.2% | +110.1% | +167.9% |
| All | +691.7% | +276.6% | +415.0% | +339.0% |
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 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