+19,339.2%
CMI vs CASY
+29,525.4%
-10,186.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.2% | +1.8% |
| 7D | -0.7% | -18.6% | +17.9% | +4.9% |
| 30D | -12.4% | -26.6% | +14.3% | -4.7% |
| 3M | -14.8% | -32.8% | +18.0% | -5.4% |
| 6M | +0.8% | -10.0% | +10.8% | +1.7% |
| YTD | +10.2% | +11.6% | -1.4% | +4.3% |
| 1Y | +37.4% | +11.5% | +25.9% | +29.7% |
| 3Y | +153.3% | +160.7% | -7.4% | +81.9% |
| 5Y | +167.6% | +232.4% | -64.8% | +76.8% |
| 10Y | +514.4% | +450.8% | +63.6% | +240.5% |
| All | +19,339.2% | +29,525.4% | -10,186.1% | +4,795.2% |
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 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