+1,070.2%
CCI vs CASY
+5,832.9%
-4,762.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -1.0% |
| 7D | +0.9% | +3.6% | -2.7% | 0.0% |
| 30D | +10.3% | +7.2% | +3.1% | +8.2% |
| 3M | +17.9% | -16.9% | +34.8% | +22.9% |
| 6M | -0.5% | -19.3% | +18.9% | +3.6% |
| YTD | +2.7% | +25.6% | -22.9% | -5.6% |
| 1Y | +3.1% | +30.2% | -27.0% | -6.3% |
| 3Y | +8.0% | +154.9% | -146.9% | -20.3% |
| 5Y | -37.8% | +252.1% | -289.9% | -58.6% |
| 10Y | +56.5% | +535.8% | -479.3% | -15.2% |
| All | +1,070.2% | +5,832.9% | -4,762.8% | +199.3% |
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