-54.9%
CSGP vs CASY
+31.3%
-86.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.0% |
| 7D | -3.2% | +5.0% | -8.1% | -3.5% |
| 30D | +2.2% | +8.2% | -6.0% | +2.2% |
| 3M | -3.7% | -18.2% | +14.5% | -4.2% |
| 6M | -7.4% | -18.6% | +11.1% | -9.0% |
| YTD | -54.9% | +26.8% | -81.7% | -51.8% |
| 1Y | -54.9% | +31.6% | -86.5% | -51.9% |
| All | -54.9% | +31.3% | -86.2% | -51.9% |
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