+103.9%
BB vs CASY
+42.6%
+61.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.0% | +5.2% | +1.5% |
| 7D | +0.5% | -4.4% | +4.9% | -0.5% |
| 30D | -12.4% | -12.0% | -0.3% | -14.6% |
| 3M | -15.3% | -2.3% | -12.9% | -15.6% |
| 6M | +128.8% | +10.5% | +118.3% | +128.5% |
| YTD | +107.7% | +33.0% | +74.6% | +119.4% |
| 1Y | +103.9% | +41.1% | +62.7% | +131.3% |
| All | +103.9% | +42.6% | +61.3% | +131.3% |
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 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