+7.3%
CCI vs CASY
+32.1%
-24.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.4% | +5.0% | +6.4% |
| 7D | +5.0% | +0.8% | +4.2% | +5.0% |
| 30D | +36.4% | +9.4% | +27.0% | +35.7% |
| 3M | +20.4% | -20.6% | +41.0% | +21.6% |
| 6M | +4.9% | -20.7% | +25.6% | +6.4% |
| YTD | +7.8% | +22.5% | -14.7% | +4.5% |
| 1Y | +7.3% | +29.5% | -22.2% | +1.6% |
| All | +7.3% | +32.1% | -24.8% | +1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling