+515.7%
BHP vs CASY
+468.0%
+47.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -14.2% | +14.5% | +4.2% |
| 7D | +0.9% | -16.5% | +17.4% | +5.6% |
| 30D | +4.0% | -26.4% | +30.4% | +12.5% |
| 3M | +11.3% | -17.3% | +28.6% | +14.8% |
| 6M | +29.3% | -5.2% | +34.5% | +27.7% |
| YTD | +59.2% | +14.1% | +45.1% | +48.2% |
| 1Y | +80.8% | +16.6% | +64.2% | +66.6% |
| 3Y | +88.0% | +163.7% | -75.7% | +28.0% |
| 5Y | +126.6% | +231.3% | -104.7% | +39.0% |
| 10Y | +515.7% | +462.9% | +52.8% | +212.2% |
| All | +515.7% | +468.0% | +47.7% | +212.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling