+332.2%
BHP vs CASY
+555.0%
-222.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.0% | -1.5% |
| 7D | -0.5% | +3.6% | -4.1% | -1.4% |
| 30D | -4.5% | +9.1% | -13.6% | -6.9% |
| 3M | -6.9% | -16.5% | +9.6% | -2.9% |
| 6M | -10.6% | -19.7% | +9.2% | -6.6% |
| YTD | +37.2% | +29.3% | +7.9% | +23.2% |
| 1Y | +48.0% | +33.1% | +14.9% | +31.3% |
| 3Y | +52.6% | +158.5% | -106.0% | +5.8% |
| 5Y | +116.5% | +266.7% | -150.2% | +29.2% |
| All | +332.2% | +555.0% | -222.9% | +114.0% |
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