+87.6%
BB vs CASY
+32.1%
+55.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.4% | +5.5% | +7.2% |
| 7D | -6.8% | +0.8% | -7.6% | -6.7% |
| 30D | -3.5% | +9.4% | -12.9% | -2.2% |
| 3M | -1.2% | -20.6% | +19.4% | -4.8% |
| 6M | +57.0% | -20.7% | +77.7% | +53.9% |
| YTD | +131.1% | +22.5% | +108.6% | +123.7% |
| 1Y | +87.6% | +29.5% | +58.1% | +84.4% |
| All | +87.6% | +32.1% | +55.4% | +84.4% |
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