+39.3%
BE vs CASY
+30.1%
+9.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.3% | +11.9% |
| 7D | -1.2% | +3.6% | -4.8% | -1.2% |
| 30D | -30.9% | +7.2% | -38.1% | -30.9% |
| 3M | -11.6% | -16.9% | +5.3% | -9.8% |
| 6M | -25.7% | -19.3% | -6.4% | -18.4% |
| YTD | +123.1% | +25.6% | +97.5% | +57.5% |
| All | +39.3% | +30.1% | +9.1% | -2.2% |
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