+71.6%
CRH vs CASY
+158.0%
-86.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +3.0% | +1.3% |
| 7D | -6.1% | -18.6% | +12.5% | -3.2% |
| 30D | -9.3% | -26.6% | +17.4% | -5.1% |
| 3M | -15.2% | -32.8% | +17.6% | -10.0% |
| 6M | -14.2% | -10.0% | -4.2% | -15.4% |
| YTD | -28.3% | +11.6% | -39.9% | -33.0% |
| 1Y | -21.8% | +11.5% | -33.3% | -27.2% |
| 3Y | +71.6% | +160.7% | -89.1% | +39.5% |
| All | +71.6% | +158.0% | -86.4% | +39.5% |
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 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