+2,336.0%
CLX vs CASY
+36,294.0%
-33,958.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -9.2% | +0.1% | -9.3% | -9.3% |
| 30D | -11.0% | -11.3% | +0.3% | -9.8% |
| 3M | +5.0% | -0.6% | +5.7% | +4.6% |
| 6M | -18.8% | +10.7% | -29.5% | -20.3% |
| YTD | -4.4% | +37.1% | -41.5% | -8.7% |
| 1Y | -21.9% | +52.3% | -74.1% | -26.4% |
| 3Y | -32.8% | +215.2% | -247.9% | -42.8% |
| 5Y | -34.6% | +276.5% | -311.0% | -45.8% |
| 10Y | -4.7% | +508.4% | -513.1% | -27.1% |
| All | +2,336.0% | +36,294.0% | -33,958.1% | +1,105.3% |
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