+3,546.3%
BWA vs CASY
+19,508.1%
-15,961.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.8% |
| 7D | +5.7% | +0.1% | +5.6% | +5.6% |
| 30D | +1.4% | -11.3% | +12.8% | +4.7% |
| 3M | -12.1% | -0.6% | -11.4% | -13.1% |
| 6M | +28.6% | +10.7% | +17.8% | +23.2% |
| YTD | +51.1% | +37.1% | +14.0% | +36.0% |
| 1Y | +55.9% | +52.3% | +3.6% | +35.7% |
| 3Y | +70.1% | +215.2% | -145.1% | +17.6% |
| 5Y | +90.7% | +276.5% | -185.8% | +24.2% |
| 10Y | +154.0% | +508.4% | -354.4% | +41.2% |
| All | +3,546.3% | +19,508.1% | -15,961.8% | +750.4% |
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 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