-21.9%
CLX vs CASY
+51.2%
-73.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -9.2% | +0.1% | -9.3% | -9.2% |
| 30D | -11.0% | -11.3% | +0.3% | -10.6% |
| 3M | +5.0% | -0.6% | +5.7% | +4.2% |
| 6M | -18.8% | +10.7% | -29.5% | -22.0% |
| YTD | -4.4% | +37.1% | -41.5% | -10.3% |
| 1Y | -21.9% | +52.3% | -74.1% | -27.5% |
| All | -21.9% | +51.2% | -73.1% | -27.5% |
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 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