-34.1%
BABA vs CASY
+32.0%
-66.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +11.6% | +1.1% | +10.5% | +11.6% |
| 30D | +2.3% | +8.7% | -6.4% | +1.7% |
| 3M | -13.7% | -17.3% | +3.6% | -12.3% |
| 6M | -21.9% | -19.7% | -2.2% | -18.6% |
| YTD | -24.6% | +24.8% | -49.5% | -21.5% |
| 1Y | -34.1% | +31.9% | -66.0% | -29.4% |
| All | -34.1% | +32.0% | -66.1% | -29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling