+4,683.6%
CVX vs CASY
+36,294.0%
-31,610.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +3.3% | +0.1% | +3.3% | +3.3% |
| 30D | +12.9% | -11.3% | +24.2% | +15.1% |
| 3M | +11.7% | -0.6% | +12.4% | +11.3% |
| 6M | +14.1% | +10.7% | +3.4% | +11.4% |
| YTD | +40.7% | +37.1% | +3.6% | +32.2% |
| 1Y | +37.5% | +52.3% | -14.8% | +26.6% |
| 3Y | +43.9% | +215.2% | -171.3% | +15.1% |
| 5Y | +161.5% | +276.5% | -115.0% | +100.7% |
| 10Y | +215.1% | +508.4% | -293.2% | +121.0% |
| All | +4,683.6% | +36,294.0% | -31,610.4% | +2,184.5% |
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