+4,177.7%
DELL vs CASY
+468.0%
+3,709.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -14.2% | +14.5% | +3.4% |
| 7D | +8.7% | -16.5% | +25.3% | +12.8% |
| 30D | +16.9% | -26.4% | +43.3% | +24.7% |
| 3M | +40.4% | -17.3% | +57.7% | +44.2% |
| 6M | +267.1% | -5.2% | +272.3% | +261.4% |
| YTD | +329.1% | +14.1% | +315.0% | +300.8% |
| 1Y | +346.9% | +16.6% | +330.3% | +313.3% |
| 3Y | +696.6% | +163.7% | +532.9% | +465.2% |
| 5Y | +1,106.2% | +231.3% | +874.9% | +688.7% |
| 10Y | +4,177.7% | +462.9% | +3,714.9% | +2,363.6% |
| All | +4,177.7% | +468.0% | +3,709.7% | +2,363.6% |
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