+319.4%
CASY vs FGI
-70.4%
+389.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.5% | -7.9% | -0.4% |
| 7D | +0.1% | +0.5% | -0.5% | +0.1% |
| 30D | -11.3% | +65.4% | -76.7% | -12.6% |
| 3M | -0.6% | +23.5% | -24.1% | -1.7% |
| 6M | +10.7% | +60.5% | -49.8% | +8.5% |
| YTD | +37.1% | +30.0% | +7.1% | +34.6% |
| 1Y | +52.3% | +82.1% | -29.8% | +48.2% |
| 3Y | +215.2% | -4.4% | +219.6% | +207.8% |
| All | +319.4% | -70.4% | +389.8% | +312.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling