+1,093.0%
CCL vs CASY
+33,553.3%
-32,460.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | +5.8% | +5.0% | +0.8% | +4.3% |
| 30D | +17.3% | +8.2% | +9.1% | +14.3% |
| 3M | +11.3% | -18.2% | +29.5% | +17.4% |
| 6M | +18.5% | -18.6% | +37.1% | +22.7% |
| YTD | +2.8% | +26.8% | -24.0% | -7.3% |
| 1Y | +16.7% | +31.6% | -14.9% | +4.1% |
| 3Y | +146.0% | +156.5% | -10.5% | +75.8% |
| 5Y | +33.6% | +258.6% | -225.0% | -14.0% |
| 10Y | -29.4% | +550.3% | -579.7% | -61.6% |
| All | +1,093.0% | +33,553.3% | -32,460.3% | +150.4% |
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 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