+18,151.2%
DINO vs CASY
+33,553.3%
-15,402.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -12.9% | +5.0% | -17.9% | -13.9% |
| 30D | -18.6% | +8.2% | -26.8% | -20.1% |
| 3M | +16.6% | -18.2% | +34.8% | +21.1% |
| 6M | +38.2% | -18.6% | +56.7% | +42.9% |
| YTD | +119.3% | +26.8% | +92.5% | +105.0% |
| 1Y | +84.3% | +31.6% | +52.7% | +70.5% |
| 3Y | +107.1% | +156.5% | -49.4% | +62.3% |
| 5Y | +249.9% | +258.6% | -8.7% | +151.4% |
| 10Y | +428.8% | +550.3% | -121.5% | +237.2% |
| All | +18,151.2% | +33,553.3% | -15,402.1% | +7,517.0% |
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 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