+22.5%
CCI vs CASY
+468.0%
-445.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -14.2% | +13.2% | +2.0% |
| 7D | -0.3% | -16.5% | +16.3% | +3.4% |
| 30D | +2.1% | -26.4% | +28.5% | +8.8% |
| 3M | -17.8% | -17.3% | -0.5% | -15.4% |
| 6M | -14.2% | -5.2% | -9.0% | -14.8% |
| YTD | -13.3% | +14.1% | -27.4% | -17.8% |
| 1Y | -16.6% | +16.6% | -33.2% | -21.5% |
| 3Y | -10.8% | +163.7% | -174.5% | -33.4% |
| 5Y | -50.3% | +231.3% | -281.6% | -65.6% |
| 10Y | +22.5% | +462.9% | -440.4% | -23.6% |
| All | +22.5% | +468.0% | -445.5% | -23.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling