+7,737.1%
CP vs CASY
+33,122.1%
-25,385.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.1% |
| 7D | +6.1% | +1.8% | +4.3% | +5.7% |
| 30D | +9.8% | +11.2% | -1.4% | +7.5% |
| 3M | +2.7% | -19.1% | +21.8% | +6.5% |
| 6M | +12.8% | -19.9% | +32.7% | +16.3% |
| YTD | +28.2% | +25.2% | +3.0% | +21.1% |
| 1Y | +34.1% | +31.6% | +2.5% | +25.4% |
| 3Y | +28.9% | +155.4% | -126.5% | +4.6% |
| 5Y | +27.1% | +251.5% | -224.5% | -3.8% |
| 10Y | +264.8% | +558.6% | -293.8% | +141.4% |
| All | +7,737.1% | +33,122.1% | -25,385.0% | +2,912.2% |
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