+4,681.2%
DELL vs CASY
+515.0%
+4,166.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | +0.1% | +14.8% | +14.8% |
| 30D | +13.3% | -11.3% | +24.6% | +16.2% |
| 3M | +24.4% | -0.6% | +25.0% | +23.1% |
| 6M | +258.0% | +10.7% | +247.3% | +242.9% |
| YTD | +320.2% | +37.1% | +283.1% | +279.8% |
| 1Y | +319.1% | +52.3% | +266.8% | +266.4% |
| 3Y | +706.5% | +215.2% | +491.3% | +462.1% |
| 5Y | +1,071.9% | +276.5% | +795.4% | +666.8% |
| 10Y | +4,683.5% | +508.4% | +4,175.1% | +2,487.4% |
| All | +4,681.2% | +515.0% | +4,166.3% | +2,497.8% |
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