-66.7%
BBWI vs CASY
+274.3%
-341.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.1% | -2.5% |
| 7D | +1.6% | -4.4% | +5.9% | +2.5% |
| 30D | -6.2% | -12.0% | +5.8% | -3.7% |
| 3M | +4.3% | -2.3% | +6.7% | +3.1% |
| 6M | -7.2% | +10.5% | -17.7% | -12.2% |
| YTD | -3.0% | +33.0% | -36.1% | -13.4% |
| 1Y | -30.8% | +41.1% | -71.9% | -39.6% |
| 3Y | -43.4% | +207.5% | -250.9% | -65.3% |
| 5Y | -66.7% | +290.7% | -357.5% | -82.9% |
| All | -66.7% | +274.3% | -341.0% | -82.9% |
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 2021-09-08 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling