+4,790.9%
CVX vs CASY
+34,306.4%
-29,515.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.3% | +0.6% |
| 7D | -1.7% | +5.8% | -7.5% | -2.6% |
| 30D | -0.8% | +10.7% | -11.5% | -2.5% |
| 3M | +9.4% | -13.9% | +23.3% | +11.7% |
| 6M | +17.5% | -18.4% | +36.0% | +20.6% |
| YTD | +43.8% | +29.6% | +14.2% | +35.9% |
| 1Y | +41.9% | +32.8% | +9.1% | +33.3% |
| 3Y | +69.1% | +162.3% | -93.1% | +39.2% |
| 5Y | +128.3% | +265.0% | -136.7% | +75.5% |
| 10Y | +204.9% | +555.4% | -350.4% | +111.1% |
| All | +4,790.9% | +34,306.4% | -29,515.4% | +2,248.5% |
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