+99.7%
CDE vs CASY
+266.7%
-167.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.5% |
| 7D | -9.6% | +3.6% | -13.2% | -10.6% |
| 30D | -6.7% | +9.1% | -15.7% | -9.2% |
| 3M | -24.2% | -16.5% | -7.7% | -20.5% |
| 6M | -29.1% | -19.7% | -9.4% | -25.2% |
| YTD | -21.5% | +29.3% | -50.8% | -33.2% |
| 1Y | -7.4% | +33.1% | -40.5% | -22.2% |
| 3Y | +596.3% | +158.5% | +437.8% | +333.0% |
| All | +99.7% | +266.7% | -167.0% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling