+84,013.7%
BBY vs CASY
+33,946.0%
+50,067.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.6% | -1.4% |
| 7D | +4.0% | +2.5% | +1.6% | +3.3% |
| 30D | +17.6% | +10.2% | +7.3% | +14.3% |
| 3M | +25.9% | -15.7% | +41.6% | +31.6% |
| 6M | +85.1% | -18.4% | +103.5% | +92.8% |
| YTD | +60.6% | +28.3% | +32.3% | +45.5% |
| 1Y | +40.2% | +32.6% | +7.6% | +25.6% |
| 3Y | +86.6% | +159.5% | -72.9% | +33.2% |
| 5Y | -3.7% | +263.9% | -267.6% | -38.6% |
| 10Y | +287.7% | +548.5% | -260.8% | +104.5% |
| All | +84,013.7% | +33,946.0% | +50,067.8% | +14,080.4% |
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