+17.0%
CDW vs CASY
-19.3%
+36.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.2% | -8.3% | -5.9% |
| 7D | -4.1% | +1.8% | -6.0% | -3.9% |
| 30D | +16.7% | +11.2% | +5.6% | +18.5% |
| 3M | +13.6% | -19.1% | +32.7% | +9.4% |
| 6M | +17.0% | -19.9% | +36.9% | +3.5% |
| All | +17.0% | -19.3% | +36.3% | +3.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling