+125.6%
DAL vs CASY
+539.5%
-413.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +10.7% | +5.0% | +5.7% | +8.8% |
| 30D | +12.5% | +8.2% | +4.3% | +9.2% |
| 3M | +3.6% | -18.2% | +21.8% | +10.6% |
| 6M | +26.7% | -18.6% | +45.3% | +32.6% |
| YTD | +34.3% | +26.8% | +7.5% | +15.4% |
| 1Y | +59.1% | +31.6% | +27.5% | +34.1% |
| 3Y | +179.9% | +156.5% | +23.3% | +68.0% |
| 5Y | +119.1% | +258.6% | -139.5% | +9.2% |
| 10Y | +125.6% | +550.3% | -424.6% | -8.3% |
| All | +125.6% | +539.5% | -413.8% | -8.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling