-42.9%
CORZ vs CASY
+32.0%
-74.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.3% |
| 7D | -11.2% | +1.1% | -12.3% | -11.1% |
| 30D | -26.2% | +8.7% | -34.9% | -26.1% |
| 3M | -44.1% | -17.3% | -26.8% | -44.1% |
| 6M | -52.3% | -19.7% | -32.5% | -50.6% |
| YTD | -19.2% | +24.8% | -44.1% | -21.6% |
| 1Y | -42.9% | +31.9% | -74.8% | -42.4% |
| All | -42.9% | +32.0% | -74.9% | -42.4% |
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