+37.2%
CVS vs CASY
+22.7%
+14.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -14.2% | +13.5% | +0.3% |
| 7D | -1.9% | -16.5% | +14.6% | -0.7% |
| 30D | -0.3% | -26.4% | +26.1% | +1.8% |
| 3M | -1.1% | -17.3% | +16.2% | 0.0% |
| 6M | +23.7% | -5.2% | +28.9% | +22.5% |
| YTD | +23.0% | +14.1% | +8.9% | +17.6% |
| 1Y | +37.2% | +16.6% | +20.5% | +30.3% |
| All | +37.2% | +22.7% | +14.4% | +30.3% |
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