-54.6%
CSGP vs CASY
+32.0%
-86.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.7% |
| 7D | +1.3% | +1.1% | +0.2% | +1.2% |
| 30D | +10.7% | +8.7% | +2.0% | +10.8% |
| 3M | +3.3% | -17.3% | +20.6% | +3.0% |
| 6M | -10.3% | -19.7% | +9.4% | -11.7% |
| YTD | -54.6% | +24.8% | -79.4% | -51.6% |
| 1Y | -54.6% | +31.9% | -86.5% | -52.0% |
| All | -54.6% | +32.0% | -86.7% | -52.0% |
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