+2,662.4%
DELL vs CASY
+555.0%
+2,107.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.8% | -7.9% | -7.3% |
| 7D | +4.9% | +3.6% | +1.3% | +4.2% |
| 30D | -32.1% | +9.1% | -41.1% | -33.5% |
| 3M | -30.2% | -16.5% | -13.7% | -27.9% |
| 6M | +41.7% | -19.7% | +61.4% | +46.8% |
| YTD | +176.6% | +29.3% | +147.3% | +150.4% |
| 1Y | +159.9% | +33.1% | +126.8% | +133.0% |
| 3Y | +388.0% | +158.5% | +229.5% | +251.7% |
| 5Y | +578.2% | +266.7% | +311.5% | +331.9% |
| All | +2,662.4% | +555.0% | +2,107.4% | +1,478.5% |
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