+72,563.2%
BBY vs CASY
+36,294.1%
+36,269.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.3% |
| 7D | +9.5% | +0.1% | +9.4% | +9.4% |
| 30D | +6.8% | -11.3% | +18.2% | +10.5% |
| 3M | +28.9% | -0.6% | +29.5% | +27.5% |
| 6M | +37.8% | +10.7% | +27.1% | +31.3% |
| YTD | +38.7% | +37.1% | +1.6% | +23.8% |
| 1Y | +23.7% | +52.3% | -28.6% | +6.7% |
| 3Y | +39.1% | +215.2% | -176.1% | -6.2% |
| 5Y | -0.4% | +276.5% | -276.9% | -36.8% |
| 10Y | +234.0% | +508.4% | -274.4% | +79.7% |
| All | +72,563.2% | +36,294.1% | +36,269.1% | +11,971.0% |
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