+25,809.4%
AVGO vs CASY
+2,827.0%
+22,982.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -9.9% | +1.1% | -11.0% | -10.3% |
| 30D | -22.0% | +8.7% | -30.7% | -24.0% |
| 3M | -30.0% | -17.3% | -12.7% | -26.9% |
| 6M | -30.7% | -19.7% | -11.0% | -28.0% |
| YTD | -14.7% | +24.8% | -39.5% | -23.1% |
| 1Y | -16.8% | +31.9% | -48.7% | -26.6% |
| 3Y | +244.4% | +155.4% | +89.0% | +142.7% |
| 5Y | +474.0% | +250.6% | +223.5% | +260.9% |
| 10Y | +2,122.6% | +556.8% | +1,565.7% | +1,024.3% |
| All | +25,809.4% | +2,827.0% | +22,982.4% | +8,984.0% |
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