+26.0%
BDX vs CASY
+253.8%
-227.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.5% |
| 7D | +8.4% | +3.6% | +4.8% | +8.0% |
| 30D | +17.1% | +7.2% | +9.9% | +16.4% |
| 3M | +22.4% | -16.9% | +39.4% | +24.5% |
| 6M | +45.9% | -19.3% | +65.3% | +48.7% |
| YTD | +43.8% | +25.6% | +18.2% | +35.9% |
| 1Y | +57.8% | +30.2% | +27.7% | +48.0% |
| 3Y | +25.4% | +154.9% | -129.5% | +2.0% |
| 5Y | +26.0% | +252.1% | -226.1% | -7.1% |
| All | +26.0% | +253.8% | -227.8% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling