+24.9%
CLX vs CASY
+551.3%
-526.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.7% | +4.9% | +5.5% |
| 7D | +17.4% | +3.6% | +13.8% | +16.8% |
| 30D | +27.8% | +7.2% | +20.6% | +26.4% |
| 3M | +3.0% | -16.9% | +19.9% | +5.6% |
| 6M | +17.5% | -19.3% | +36.9% | +20.4% |
| YTD | +10.0% | +25.6% | -15.7% | +4.7% |
| 1Y | +3.3% | +30.2% | -26.9% | -2.4% |
| 3Y | -10.1% | +154.9% | -165.0% | -25.1% |
| 5Y | -23.7% | +252.1% | -275.9% | -40.6% |
| 10Y | +24.9% | +535.8% | -511.0% | -15.2% |
| All | +24.9% | +551.3% | -526.4% | -15.2% |
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