+34.6%
CSCO vs CASY
+32.0%
+2.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | -10.2% | +1.1% | -11.3% | -10.2% |
| 30D | -20.1% | +8.7% | -28.7% | -20.1% |
| 3M | -22.1% | -17.3% | -4.7% | -21.8% |
| 6M | +3.2% | -19.7% | +22.9% | +4.5% |
| YTD | +24.1% | +24.8% | -0.7% | +24.3% |
| 1Y | +34.6% | +31.9% | +2.7% | +35.3% |
| All | +34.6% | +32.0% | +2.5% | +35.3% |
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