+143.1%
CELH vs CASY
+3,282.1%
-3,138.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | +0.8% | +3.6% | -2.7% | 0.0% |
| 30D | +19.3% | +9.1% | +10.3% | +16.9% |
| 3M | +12.6% | -16.5% | +29.2% | +17.1% |
| 6M | +16.4% | -19.7% | +36.1% | +21.0% |
| YTD | -29.1% | +29.3% | -58.4% | -34.3% |
| 1Y | -26.3% | +33.1% | -59.5% | -32.2% |
| 3Y | -40.1% | +158.5% | -198.6% | -53.9% |
| 5Y | +16.7% | +266.7% | -250.0% | -17.1% |
| 10Y | +4,466.2% | +553.5% | +3,912.7% | +2,854.5% |
| All | +143.1% | +3,282.1% | -3,138.9% | +61.8% |
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