+30.6%
DGX vs CASY
+15.3%
+15.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -3.5% | -17.2% | +13.8% | -2.1% |
| 30D | -2.7% | -24.4% | +21.7% | -0.5% |
| 3M | +13.9% | -31.4% | +45.3% | +17.8% |
| 6M | +16.0% | -8.9% | +24.9% | +14.9% |
| YTD | +34.9% | +13.8% | +21.1% | +28.0% |
| 1Y | +30.6% | +17.0% | +13.6% | +23.0% |
| All | +30.6% | +15.3% | +15.3% | +23.0% |
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