+62.4%
CLBK vs CASY
+632.2%
-569.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.0% |
| 7D | +1.8% | +3.6% | -1.8% | +1.0% |
| 30D | +5.1% | +7.2% | -2.1% | +3.5% |
| 3M | +5.2% | -16.9% | +22.1% | +8.9% |
| 6M | +28.6% | -19.3% | +47.9% | +33.1% |
| YTD | +61.4% | +25.6% | +35.8% | +49.5% |
| 1Y | +64.7% | +30.2% | +34.5% | +50.8% |
| 3Y | +55.1% | +154.9% | -99.7% | +17.2% |
| 5Y | +28.4% | +252.1% | -223.8% | -12.9% |
| All | +62.4% | +632.2% | -569.9% | -4.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling