-3.6%
CNC vs CASY
+163.7%
-167.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -14.2% | +13.4% | +0.3% |
| 7D | -4.9% | -16.5% | +11.7% | -3.6% |
| 30D | -3.8% | -26.4% | +22.6% | -1.6% |
| 3M | -3.2% | -17.3% | +14.1% | -2.2% |
| 6M | +47.9% | -5.2% | +53.1% | +45.7% |
| YTD | +55.7% | +14.1% | +41.6% | +47.7% |
| 1Y | +106.2% | +16.6% | +89.6% | +94.5% |
| All | -3.6% | +163.7% | -167.3% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling