+1,335.7%
BP vs CASY
+36,294.0%
-34,958.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +3.9% | +0.1% | +3.9% | +3.9% |
| 30D | +7.6% | -11.3% | +19.0% | +9.6% |
| 3M | +0.7% | -0.6% | +1.3% | +0.4% |
| 6M | +15.5% | +10.7% | +4.8% | +12.9% |
| YTD | +30.8% | +37.1% | -6.3% | +23.6% |
| 1Y | +34.3% | +52.3% | -18.0% | +24.5% |
| 3Y | +35.1% | +215.2% | -180.1% | +9.8% |
| 5Y | +126.8% | +276.5% | -149.7% | +77.7% |
| 10Y | +123.4% | +508.4% | -385.0% | +60.4% |
| All | +1,335.7% | +36,294.0% | -34,958.3% | +595.3% |
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