+6,646.7%
CB vs CASY
+23,056.1%
-16,409.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -3.1% | -11.3% | +8.2% | -0.3% |
| 3M | +9.0% | -0.6% | +9.6% | +8.3% |
| 6M | +2.9% | +10.7% | -7.9% | -0.9% |
| YTD | +10.1% | +37.1% | -27.0% | +0.5% |
| 1Y | +22.8% | +52.3% | -29.5% | +8.8% |
| 3Y | +73.8% | +215.2% | -141.4% | +25.2% |
| 5Y | +99.2% | +276.5% | -177.3% | +35.7% |
| 10Y | +218.2% | +508.4% | -290.1% | +88.0% |
| All | +6,646.7% | +23,056.1% | -16,409.5% | +1,790.1% |
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