+6,869.6%
CCEP vs CASY
+36,294.0%
-29,424.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -3.1% | +0.1% | -3.1% | -3.1% |
| 30D | -2.6% | -11.3% | +8.7% | -0.5% |
| 3M | +14.9% | -0.6% | +15.6% | +14.2% |
| 6M | +2.3% | +10.7% | -8.5% | -0.6% |
| YTD | +17.8% | +37.1% | -19.3% | +9.9% |
| 1Y | +24.2% | +52.3% | -28.1% | +13.3% |
| 3Y | +84.7% | +215.2% | -130.5% | +44.7% |
| 5Y | +103.2% | +276.5% | -173.3% | +53.0% |
| 10Y | +257.4% | +508.4% | -251.0% | +143.5% |
| All | +6,869.6% | +36,294.0% | -29,424.4% | +2,314.8% |
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