+1.4%
CRM vs CASY
+14.3%
-12.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.9% | +1.6% |
| 7D | -4.4% | -18.6% | +14.2% | -8.1% |
| 30D | +28.1% | -26.6% | +54.8% | +20.8% |
| 3M | +48.8% | -32.8% | +81.6% | +37.7% |
| 6M | +28.3% | -10.0% | +38.3% | +27.3% |
| YTD | -6.0% | +11.6% | -17.6% | -4.2% |
| 1Y | +1.4% | +11.5% | -10.0% | +2.9% |
| All | +1.4% | +14.3% | -12.9% | +2.9% |
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