+41.3%
DGX vs CASY
+31.5%
+9.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.4% |
| 7D | +1.9% | +2.5% | -0.6% | +1.8% |
| 30D | +12.7% | +10.2% | +2.4% | +12.1% |
| 3M | +9.6% | -15.7% | +25.3% | +11.0% |
| 6M | +37.6% | -18.4% | +56.0% | +41.5% |
| YTD | +52.1% | +28.3% | +23.9% | +46.4% |
| 1Y | +41.3% | +32.6% | +8.7% | +35.4% |
| All | +41.3% | +31.5% | +9.8% | +35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling