+113.3%
CSCO vs CASY
+276.6%
-163.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -0.7% | +0.1% | -0.7% | -0.7% |
| 30D | -10.1% | -11.3% | +1.2% | -8.4% |
| 3M | -15.7% | -0.6% | -15.0% | -16.2% |
| 6M | +36.3% | +10.7% | +25.6% | +32.1% |
| YTD | +43.8% | +37.1% | +6.7% | +33.3% |
| 1Y | +63.9% | +52.3% | +11.6% | +47.9% |
| 3Y | +104.4% | +215.2% | -110.8% | +49.7% |
| All | +113.3% | +276.6% | -163.3% | +40.6% |
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