+155.4%
CASY vs FGI
+1.5%
+153.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | +1.1% | -7.0% | +8.0% | +1.2% |
| 30D | +8.7% | -4.2% | +12.9% | +8.7% |
| 3M | -17.3% | +55.6% | -72.9% | -18.3% |
| 6M | -19.7% | -3.2% | -16.6% | -20.4% |
| YTD | +24.8% | +29.1% | -4.3% | +22.9% |
| 1Y | +31.9% | +51.0% | -19.1% | +29.6% |
| 3Y | +155.4% | +1.5% | +153.9% | +157.9% |
| All | +155.4% | +1.5% | +153.9% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling