+593.0%
BE vs CASY
+574.8%
+18.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.5% |
| 7D | -14.7% | +1.1% | -15.8% | -15.3% |
| 30D | -40.5% | +8.7% | -49.2% | -43.1% |
| 3M | -24.3% | -17.3% | -7.0% | -18.9% |
| 6M | -39.3% | -19.7% | -19.6% | -35.9% |
| YTD | +99.4% | +24.8% | +74.6% | +65.4% |
| 1Y | +26.6% | +31.9% | -5.3% | +1.9% |
| 3Y | +1,616.9% | +155.4% | +1,461.6% | +821.6% |
| 5Y | +441.4% | +250.6% | +190.8% | +136.0% |
| All | +593.0% | +574.8% | +18.1% | +104.9% |
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