+532.2%
BE vs CASY
+266.7%
+265.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.2% |
| 7D | +10.8% | +3.6% | +7.3% | +9.8% |
| 30D | -19.8% | +9.1% | -28.8% | -22.1% |
| 3M | -18.7% | -16.5% | -2.2% | -14.2% |
| 6M | -33.7% | -19.7% | -14.0% | -29.8% |
| YTD | +121.0% | +29.3% | +91.7% | +86.3% |
| 1Y | +85.4% | +33.1% | +52.3% | +54.5% |
| 3Y | +1,709.5% | +158.5% | +1,551.0% | +972.7% |
| All | +532.2% | +266.7% | +265.5% | +206.5% |
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 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