+34.5%
BBY vs CASY
+32.1%
+2.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.4% | +6.6% | +7.9% |
| 7D | +4.5% | +0.8% | +3.7% | +4.5% |
| 30D | +16.0% | +9.4% | +6.6% | +15.7% |
| 3M | +18.6% | -20.6% | +39.2% | +18.4% |
| 6M | +80.1% | -20.7% | +100.8% | +80.5% |
| YTD | +57.4% | +22.5% | +34.9% | +41.6% |
| 1Y | +34.5% | +29.5% | +5.0% | +14.7% |
| All | +34.5% | +32.1% | +2.4% | +14.7% |
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