+15,232.8%
CAH vs CASY
+36,294.1%
-21,061.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +3.3% | -11.3% | +14.7% | +5.6% |
| 3M | +22.8% | -0.6% | +23.4% | +22.1% |
| 6M | +11.3% | +10.7% | +0.5% | +8.0% |
| YTD | +21.1% | +37.1% | -16.0% | +12.7% |
| 1Y | +67.2% | +52.3% | +14.9% | +52.1% |
| 3Y | +195.6% | +215.2% | -19.6% | +129.4% |
| 5Y | +413.8% | +276.5% | +137.3% | +282.5% |
| 10Y | +309.6% | +508.4% | -198.8% | +174.4% |
| All | +15,232.8% | +36,294.1% | -21,061.3% | +5,263.9% |
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