+391.8%
BAC vs CASY
+549.1%
-157.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | +0.6% |
| 7D | +1.2% | -4.4% | +5.5% | +2.8% |
| 30D | -0.7% | -12.0% | +11.3% | +3.9% |
| 3M | +16.9% | -2.3% | +19.3% | +15.6% |
| 6M | +29.6% | +10.5% | +19.1% | +21.0% |
| YTD | +15.3% | +33.0% | -17.8% | -0.7% |
| 1Y | +28.8% | +41.1% | -12.3% | +7.7% |
| 3Y | +136.4% | +207.5% | -71.1% | +32.4% |
| 5Y | +72.9% | +290.7% | -217.8% | -16.4% |
| 10Y | +391.8% | +556.5% | -164.7% | +94.3% |
| All | +391.8% | +549.1% | -157.3% | +94.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling