+7.1%
CRM vs CASY
+51.2%
-44.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +34.3% | -11.3% | +45.7% | +31.5% |
| 3M | +37.7% | -0.6% | +38.3% | +38.6% |
| 6M | +34.9% | +10.7% | +24.2% | +38.3% |
| YTD | -1.6% | +37.1% | -38.8% | +1.8% |
| 1Y | +7.1% | +52.3% | -45.2% | +7.7% |
| All | +7.1% | +51.2% | -44.1% | +7.7% |
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