+459.9%
DDOG vs CASY
+365.5%
+94.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | -0.5% |
| 7D | -6.1% | -4.4% | -1.7% | -5.0% |
| 30D | -10.1% | -12.0% | +1.9% | -7.2% |
| 3M | -9.3% | -2.3% | -6.9% | -9.5% |
| 6M | +67.2% | +10.5% | +56.7% | +59.5% |
| YTD | +54.6% | +33.0% | +21.6% | +38.4% |
| 1Y | +54.1% | +41.1% | +12.9% | +34.7% |
| 3Y | +115.3% | +207.5% | -92.2% | +40.9% |
| 5Y | +50.6% | +290.7% | -240.1% | -10.1% |
| All | +459.9% | +365.5% | +94.4% | +192.5% |
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 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