+2,773.4%
CLX vs CASY
+33,946.0%
-31,172.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.4% |
| 7D | +8.5% | +2.5% | +6.0% | +8.2% |
| 30D | +30.0% | +10.2% | +19.8% | +28.4% |
| 3M | +3.8% | -15.7% | +19.5% | +5.8% |
| 6M | +24.6% | -18.4% | +43.0% | +26.9% |
| YTD | +12.8% | +28.3% | -15.5% | +8.4% |
| 1Y | +8.6% | +32.6% | -24.0% | +3.9% |
| 3Y | -8.6% | +159.5% | -168.2% | -20.4% |
| 5Y | -21.8% | +263.9% | -285.7% | -35.1% |
| 10Y | +30.4% | +548.5% | -518.1% | -1.1% |
| All | +2,773.4% | +33,946.0% | -31,172.5% | +1,330.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling