+3,446.1%
CSGP vs CASY
+5,037.5%
-1,591.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.4% | +2.6% | +3.6% |
| 7D | +18.3% | +0.8% | +17.5% | +18.0% |
| 30D | +17.8% | +9.4% | +8.4% | +15.0% |
| 3M | +9.3% | -20.6% | +29.8% | +16.6% |
| 6M | -7.9% | -20.7% | +12.8% | -2.8% |
| YTD | -51.5% | +22.5% | -74.1% | -55.6% |
| 1Y | -53.3% | +29.5% | -82.8% | -58.0% |
| 3Y | -57.9% | +150.0% | -207.9% | -69.8% |
| 5Y | -61.3% | +248.6% | -309.9% | -75.2% |
| 10Y | +77.5% | +544.6% | -467.1% | -9.6% |
| All | +3,446.1% | +5,037.5% | -1,591.3% | +711.6% |
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 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