+895.8%
CCI vs CASY
+6,375.0%
-5,479.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.8% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +2.7% | -11.3% | +14.0% | +5.9% |
| 3M | -18.2% | -0.6% | -17.6% | -18.9% |
| 6M | -14.8% | +10.7% | -25.5% | -18.3% |
| YTD | -12.6% | +37.1% | -49.7% | -21.1% |
| 1Y | -16.7% | +52.3% | -69.0% | -27.2% |
| 3Y | -10.5% | +215.2% | -225.7% | -37.5% |
| 5Y | -51.4% | +276.5% | -327.9% | -68.1% |
| 10Y | +20.0% | +508.4% | -488.3% | -33.8% |
| All | +895.8% | +6,375.0% | -5,479.2% | +150.3% |
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