+220,352.3%
CSCO vs CASY
+41,965.9%
+178,386.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.2% |
| 3M | -15.7% | -0.6% | -15.0% | -16.6% |
| 6M | +36.3% | +10.7% | +25.6% | +30.4% |
| YTD | +43.8% | +37.1% | +6.7% | +29.2% |
| 1Y | +63.9% | +52.3% | +11.6% | +42.3% |
| 3Y | +104.4% | +215.2% | -110.8% | +40.1% |
| 5Y | +111.4% | +276.5% | -165.1% | +36.0% |
| 10Y | +361.7% | +508.4% | -146.7% | +151.4% |
| All | +220,352.3% | +41,965.9% | +178,386.5% | +39,113.2% |
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