+84,550.6%
BBY vs CASY
+34,208.6%
+50,342.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.4% |
| 7D | +4.5% | +3.6% | +0.9% | +3.4% |
| 30D | +16.8% | +9.1% | +7.8% | +13.9% |
| 3M | +23.2% | -16.5% | +39.7% | +29.1% |
| 6M | +91.9% | -19.7% | +111.6% | +100.9% |
| YTD | +61.6% | +29.3% | +32.4% | +46.1% |
| 1Y | +43.9% | +33.1% | +10.8% | +28.8% |
| 3Y | +88.6% | +158.5% | -69.9% | +34.9% |
| 5Y | -3.1% | +266.7% | -269.8% | -38.3% |
| 10Y | +290.2% | +553.5% | -263.3% | +105.4% |
| All | +84,550.6% | +34,208.6% | +50,342.0% | +14,139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling