+378.3%
DDOG vs CASY
+339.6%
+38.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.3% | +0.2% |
| 7D | -16.9% | +3.6% | -20.5% | -17.6% |
| 30D | -38.8% | +7.2% | -45.9% | -39.9% |
| 3M | -23.2% | -16.9% | -6.3% | -20.3% |
| 6M | -10.3% | -19.3% | +9.1% | -6.7% |
| YTD | +32.1% | +25.6% | +6.4% | +18.9% |
| 1Y | -6.1% | +30.2% | -36.2% | -16.6% |
| 3Y | +79.2% | +154.9% | -75.7% | +24.1% |
| 5Y | -8.6% | +252.1% | -260.7% | -44.5% |
| All | +378.3% | +339.6% | +38.7% | +151.2% |
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