-1.6%
CDW vs CASY
+265.4%
-267.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +1.8% |
| 7D | +2.6% | +5.8% | -3.3% | +1.6% |
| 30D | +20.4% | +10.7% | +9.7% | +18.3% |
| 3M | +28.5% | -13.9% | +42.3% | +31.3% |
| 6M | +70.6% | -18.4% | +89.0% | +76.1% |
| YTD | +29.1% | +29.6% | -0.5% | +17.1% |
| 1Y | +23.8% | +32.8% | -9.0% | +11.2% |
| 3Y | -14.5% | +162.3% | -176.7% | -40.4% |
| 5Y | -1.6% | +265.0% | -266.6% | -42.7% |
| All | -1.6% | +265.4% | -267.0% | -42.7% |
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