+1,359.3%
BP vs CASY
+33,031.0%
-31,671.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -11.6% | +1.1% | -12.7% | -11.8% |
| 30D | 0.0% | +8.7% | -8.6% | -1.3% |
| 3M | +6.7% | -17.3% | +24.1% | +9.5% |
| 6M | +2.2% | -19.7% | +21.9% | +4.9% |
| YTD | +33.0% | +24.8% | +8.2% | +27.0% |
| 1Y | +30.7% | +31.9% | -1.2% | +23.6% |
| 3Y | +44.2% | +155.4% | -111.2% | +21.1% |
| 5Y | +105.1% | +250.6% | -145.4% | +62.0% |
| 10Y | +133.5% | +556.8% | -423.3% | +65.7% |
| All | +1,359.3% | +33,031.0% | -31,671.7% | +614.5% |
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 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