+1,412.7%
CRS vs CASY
+468.0%
+944.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -14.2% | +14.2% | +6.9% |
| 7D | -0.5% | -16.5% | +16.0% | +7.8% |
| 30D | -18.1% | -26.4% | +8.3% | -5.7% |
| 3M | -12.4% | -17.3% | +4.9% | -7.3% |
| 6M | +15.9% | -5.2% | +21.1% | +13.4% |
| YTD | +45.8% | +14.1% | +31.7% | +28.9% |
| 1Y | +87.8% | +16.6% | +71.1% | +62.3% |
| 3Y | +648.7% | +163.7% | +485.0% | +283.1% |
| 5Y | +1,416.6% | +231.3% | +1,185.3% | +556.5% |
| 10Y | +1,412.7% | +462.9% | +949.8% | +392.8% |
| All | +1,412.7% | +468.0% | +944.7% | +392.8% |
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