+64.2%
CLBK vs CASY
+564.8%
-500.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -14.2% | +13.0% | +1.7% |
| 7D | -1.5% | -16.5% | +15.1% | +2.1% |
| 30D | +6.7% | -26.4% | +33.1% | +13.5% |
| 3M | +21.2% | -17.3% | +38.5% | +24.6% |
| 6M | +42.0% | -5.2% | +47.2% | +40.7% |
| YTD | +63.3% | +14.1% | +49.2% | +54.5% |
| 1Y | +65.4% | +16.6% | +48.8% | +55.0% |
| 3Y | +52.5% | +163.7% | -111.2% | +13.5% |
| 5Y | +42.0% | +231.3% | -189.3% | -2.7% |
| All | +64.2% | +564.8% | -500.6% | -1.1% |
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