+110.5%
CNC vs CASY
+32.1%
+78.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.4% | +11.2% | +12.7% |
| 7D | +13.4% | +0.8% | +12.5% | +13.4% |
| 30D | +18.2% | +9.4% | +8.8% | +18.9% |
| 3M | +18.6% | -20.6% | +39.2% | +15.6% |
| 6M | +41.9% | -20.7% | +62.6% | +38.4% |
| YTD | +84.7% | +22.5% | +62.2% | +86.2% |
| 1Y | +110.5% | +29.5% | +81.0% | +108.9% |
| All | +110.5% | +32.1% | +78.3% | +108.9% |
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 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