-54.3%
CPNG vs CASY
+22.7%
-77.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -14.2% | +13.9% | -1.3% |
| 7D | -7.6% | -16.5% | +9.0% | -8.7% |
| 30D | -8.8% | -26.4% | +17.6% | -10.9% |
| 3M | -7.2% | -17.3% | +10.1% | -8.6% |
| 6M | -21.5% | -5.2% | -16.3% | -24.8% |
| YTD | -37.4% | +14.1% | -51.5% | -40.0% |
| 1Y | -54.3% | +16.6% | -71.0% | -56.3% |
| All | -54.3% | +22.7% | -77.1% | -56.3% |
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