+92.2%
CNC vs CASY
+464.4%
-372.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | -3.9% | -17.2% | +13.4% | +0.9% |
| 30D | +0.8% | -24.4% | +25.2% | +8.2% |
| 3M | +0.1% | -31.4% | +31.5% | +10.1% |
| 6M | +79.7% | -8.9% | +88.6% | +79.3% |
| YTD | +58.9% | +13.8% | +45.1% | +46.8% |
| 1Y | +109.1% | +17.0% | +92.2% | +91.0% |
| 3Y | 0.0% | +163.1% | -163.1% | -33.2% |
| 5Y | +9.5% | +239.0% | -229.5% | -34.5% |
| All | +92.2% | +464.4% | -372.2% | -4.7% |
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