+7.2%
CCI vs CASY
+154.1%
-146.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -0.1% | +1.1% | -1.2% | -0.2% |
| 30D | +28.4% | +8.7% | +19.7% | +27.2% |
| 3M | +20.0% | -17.3% | +37.3% | +22.1% |
| 6M | +0.8% | -19.7% | +20.5% | +2.9% |
| YTD | +3.6% | +24.8% | -21.2% | -0.9% |
| 1Y | +6.1% | +31.9% | -25.8% | +0.6% |
| 3Y | +7.2% | +155.4% | -148.2% | -7.4% |
| All | +7.2% | +154.1% | -146.9% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling