+112.4%
C vs CASY
+253.8%
-141.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.3% |
| 7D | -0.9% | +3.6% | -4.5% | -1.6% |
| 30D | -5.4% | +7.2% | -12.6% | -6.7% |
| 3M | -9.2% | -16.9% | +7.8% | -6.2% |
| 6M | -1.8% | -19.3% | +17.5% | +1.5% |
| YTD | +6.7% | +25.6% | -19.0% | -2.2% |
| 1Y | +23.5% | +30.2% | -6.6% | +11.9% |
| 3Y | +219.8% | +154.9% | +64.9% | +135.7% |
| 5Y | +112.4% | +252.1% | -139.7% | +39.4% |
| All | +112.4% | +253.8% | -141.3% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling