+10,197.9%
CRS vs CASY
+36,294.0%
-26,096.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -16.6% | -11.3% | -5.3% | -13.5% |
| 3M | -3.5% | -0.6% | -2.8% | -4.7% |
| 6M | +15.4% | +10.7% | +4.7% | +10.0% |
| YTD | +51.2% | +37.1% | +14.1% | +34.5% |
| 1Y | +98.3% | +52.3% | +46.0% | +69.5% |
| 3Y | +651.5% | +215.2% | +436.4% | +401.2% |
| 5Y | +1,411.1% | +276.5% | +1,134.6% | +847.1% |
| 10Y | +1,424.3% | +508.4% | +916.0% | +729.0% |
| All | +10,197.9% | +36,294.0% | -26,096.1% | +2,524.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling