-9.3%
BUD vs CASY
+553.2%
-562.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | +4.5% | +1.1% | +3.4% | +4.2% |
| 30D | +12.5% | +8.7% | +3.8% | +10.4% |
| 3M | 0.0% | -17.3% | +17.3% | +3.9% |
| 6M | +3.8% | -19.7% | +23.5% | +7.8% |
| YTD | +33.1% | +24.8% | +8.2% | +23.7% |
| 1Y | +35.5% | +31.9% | +3.6% | +24.0% |
| 3Y | +49.4% | +155.4% | -106.0% | +12.2% |
| 5Y | +48.0% | +250.6% | -202.5% | -0.3% |
| All | -9.3% | +553.2% | -562.5% | -46.4% |
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