+4,775.6%
CVX vs CASY
+33,031.0%
-28,255.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -9.7% | +1.1% | -10.8% | -9.9% |
| 30D | +3.6% | +8.7% | -5.1% | +2.1% |
| 3M | +13.3% | -17.3% | +30.6% | +16.5% |
| 6M | +16.9% | -19.7% | +36.6% | +20.2% |
| YTD | +43.4% | +24.8% | +18.6% | +36.4% |
| 1Y | +44.5% | +31.9% | +12.6% | +35.9% |
| 3Y | +64.0% | +155.4% | -91.4% | +35.6% |
| 5Y | +126.4% | +250.6% | -124.1% | +75.3% |
| 10Y | +209.4% | +556.8% | -347.5% | +114.3% |
| All | +4,775.6% | +33,031.0% | -28,255.5% | +2,256.0% |
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