+6,256.3%
DOV vs CASY
+33,031.0%
-26,774.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -1.9% | +1.1% | -3.0% | -2.2% |
| 30D | +8.3% | +8.7% | -0.4% | +6.0% |
| 3M | -3.1% | -17.3% | +14.3% | +0.8% |
| 6M | -9.8% | -19.7% | +9.9% | -6.6% |
| YTD | +5.2% | +24.8% | -19.6% | -2.3% |
| 1Y | +15.3% | +31.9% | -16.6% | +5.5% |
| 3Y | +58.8% | +155.4% | -96.6% | +21.6% |
| 5Y | +26.6% | +250.6% | -224.0% | -11.0% |
| 10Y | +351.6% | +556.8% | -205.2% | +169.9% |
| All | +6,256.3% | +33,031.0% | -26,774.7% | +1,900.7% |
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