+41.6%
CVX vs CASY
+42.6%
-1.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +0.7% |
| 7D | -0.6% | -4.4% | +3.8% | -0.4% |
| 30D | +13.4% | -12.0% | +25.5% | +14.2% |
| 3M | +11.8% | -2.3% | +14.2% | +12.9% |
| 6M | +12.4% | +10.5% | +1.9% | +15.3% |
| YTD | +41.5% | +33.0% | +8.5% | +45.3% |
| 1Y | +41.6% | +41.1% | +0.5% | +46.3% |
| All | +41.6% | +42.6% | -1.0% | +46.3% |
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