-45.6%
CHTR vs CASY
+32.1%
-77.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.4% | +4.3% | +5.6% |
| 7D | +14.1% | +0.8% | +13.3% | +14.0% |
| 30D | +11.6% | +9.4% | +2.2% | +11.2% |
| 3M | -21.4% | -20.6% | -0.8% | -22.0% |
| 6M | -27.3% | -20.7% | -6.6% | -28.1% |
| YTD | -42.4% | +22.5% | -64.9% | -42.6% |
| 1Y | -45.6% | +29.5% | -75.0% | -46.9% |
| All | -45.6% | +32.1% | -77.7% | -46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling