+34.8%
CPAY vs CASY
-19.3%
+54.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -1.3% |
| 7D | +2.0% | +2.5% | -0.5% | +2.1% |
| 30D | +14.3% | +10.2% | +4.0% | +14.6% |
| 3M | +11.3% | -15.7% | +27.0% | +9.6% |
| 6M | +34.8% | -18.4% | +53.2% | +32.5% |
| All | +34.8% | -19.3% | +54.0% | +32.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling