+198.3%
DKS vs CASY
+468.0%
-269.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -14.2% | +15.0% | +6.3% |
| 7D | -2.9% | -16.5% | +13.6% | +3.7% |
| 30D | -37.7% | -26.4% | -11.3% | -29.8% |
| 3M | -38.9% | -17.3% | -21.6% | -35.6% |
| 6M | -31.1% | -5.2% | -25.9% | -31.8% |
| YTD | -31.8% | +14.1% | -45.9% | -37.9% |
| 1Y | -38.0% | +16.6% | -54.7% | -44.5% |
| 3Y | +28.6% | +163.7% | -135.1% | -26.2% |
| 5Y | +12.5% | +231.3% | -218.8% | -43.4% |
| 10Y | +198.3% | +462.9% | -264.6% | +8.2% |
| All | +198.3% | +468.0% | -269.7% | +8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling