+25.2%
DBX vs CASY
-17.3%
+42.5%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.1% | +2.3% |
| 7D | -8.1% | +5.8% | -14.0% | -8.2% |
| 30D | -4.9% | +10.7% | -15.6% | -4.9% |
| 3M | -2.7% | -13.9% | +11.2% | -2.7% |
| 6M | +25.2% | -18.4% | +43.6% | +22.3% |
| All | +25.2% | -17.3% | +42.5% | +22.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling