+209.9%
BKNG vs CASY
+464.4%
-254.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -10.7% | -17.2% | +6.6% | -5.6% |
| 30D | -18.1% | -24.4% | +6.3% | -11.2% |
| 3M | +8.5% | -31.4% | +39.9% | +20.6% |
| 6M | -0.1% | -8.9% | +8.8% | -0.8% |
| YTD | -18.2% | +13.8% | -32.1% | -25.6% |
| 1Y | -19.9% | +17.0% | -36.8% | -28.1% |
| 3Y | +41.6% | +163.1% | -121.5% | -10.8% |
| 5Y | +93.1% | +239.0% | -145.9% | +6.8% |
| All | +209.9% | +464.4% | -254.5% | +42.1% |
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