+2,954.5%
DELL vs CASY
+468.6%
+2,485.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.4% | -3.6% |
| 7D | -18.1% | +5.0% | -23.1% | -19.0% |
| 30D | -42.9% | +8.2% | -51.0% | -43.9% |
| 3M | -26.9% | -18.2% | -8.7% | -24.2% |
| 6M | +28.8% | -18.6% | +47.4% | +32.5% |
| YTD | +168.4% | +26.8% | +141.6% | +145.1% |
| 1Y | +136.8% | +31.6% | +105.2% | +113.7% |
| 3Y | +375.3% | +156.5% | +218.8% | +248.7% |
| 5Y | +551.0% | +258.6% | +292.4% | +327.2% |
| 10Y | +2,566.3% | +550.3% | +2,016.0% | +1,478.1% |
| All | +2,954.5% | +468.6% | +2,485.8% | +1,576.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling