+32.1%
CVS vs CASY
+154.1%
-122.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | -7.1% | +1.1% | -8.2% | -7.2% |
| 30D | -4.0% | +8.7% | -12.7% | -5.1% |
| 3M | -12.2% | -17.3% | +5.1% | -10.1% |
| 6M | -2.2% | -19.7% | +17.6% | +0.4% |
| YTD | +8.9% | +24.8% | -15.9% | +2.8% |
| 1Y | +9.9% | +31.9% | -22.0% | +2.6% |
| 3Y | +32.1% | +155.4% | -123.3% | +12.1% |
| All | +32.1% | +154.1% | -122.0% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling