+1,438.1%
CRS vs CASY
+274.3%
+1,163.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -2.5% |
| 7D | -3.1% | -4.4% | +1.3% | -1.6% |
| 30D | -19.6% | -12.0% | -7.6% | -16.2% |
| 3M | -8.1% | -2.3% | -5.7% | -9.2% |
| 6M | +18.6% | +10.5% | +8.0% | +11.1% |
| YTD | +45.9% | +33.0% | +12.8% | +27.1% |
| 1Y | +82.5% | +41.1% | +41.3% | +53.8% |
| 3Y | +648.9% | +207.5% | +441.4% | +333.0% |
| 5Y | +1,438.1% | +290.7% | +1,147.4% | +695.1% |
| All | +1,438.1% | +274.3% | +1,163.8% | +695.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling