+60.7%
CAH vs CASY
+22.7%
+37.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -14.2% | +14.0% | +0.2% |
| 7D | -2.2% | -16.5% | +14.3% | -1.7% |
| 30D | +1.2% | -26.4% | +27.6% | +1.9% |
| 3M | +13.1% | -17.3% | +30.4% | +13.5% |
| 6M | +8.5% | -5.2% | +13.7% | +8.4% |
| YTD | +17.6% | +14.1% | +3.5% | +18.1% |
| 1Y | +60.7% | +16.6% | +44.0% | +62.4% |
| All | +60.7% | +22.7% | +37.9% | +62.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling