-5.4%
CELH vs CASY
+234.8%
-240.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -14.2% | +7.7% | -1.4% |
| 7D | -11.7% | -16.5% | +4.9% | -5.9% |
| 30D | +1.6% | -26.4% | +28.0% | +12.9% |
| 3M | -2.0% | -17.3% | +15.3% | +2.9% |
| 6M | -36.2% | -5.2% | -31.0% | -37.6% |
| YTD | -39.6% | +14.1% | -53.7% | -45.5% |
| 1Y | -50.7% | +16.6% | -67.3% | -56.1% |
| 3Y | -58.9% | +163.7% | -222.6% | -79.3% |
| 5Y | -5.4% | +231.3% | -236.7% | -63.5% |
| All | -5.4% | +234.8% | -240.2% | -63.5% |
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 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