+55.3%
BE vs CASY
+32.1%
+23.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.4% | -7.8% | -6.4% |
| 7D | -12.1% | +0.8% | -13.0% | -12.1% |
| 30D | -30.1% | +9.4% | -39.5% | -30.3% |
| 3M | -12.1% | -20.6% | +8.4% | -10.3% |
| 6M | -30.6% | -20.7% | -9.9% | -24.3% |
| YTD | +130.6% | +22.5% | +108.1% | +63.9% |
| 1Y | +55.3% | +29.5% | +25.8% | +12.5% |
| All | +55.3% | +32.1% | +23.1% | +12.5% |
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