+862.6%
CRS vs CASY
+539.5%
+323.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.0% |
| 7D | +0.2% | +5.0% | -4.8% | -2.1% |
| 30D | -22.9% | +8.2% | -31.1% | -26.1% |
| 3M | -46.8% | -18.2% | -28.7% | -42.3% |
| 6M | -30.4% | -18.6% | -11.8% | -26.0% |
| YTD | -5.4% | +26.8% | -32.2% | -21.1% |
| 1Y | -9.0% | +31.6% | -40.6% | -26.0% |
| 3Y | +352.2% | +156.5% | +195.6% | +138.0% |
| 5Y | +852.2% | +258.6% | +593.6% | +296.5% |
| 10Y | +862.6% | +550.3% | +312.4% | +205.4% |
| All | +862.6% | +539.5% | +323.1% | +205.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling