+7,085.5%
DRI vs CASY
+12,219.9%
-5,134.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +3.8% | -11.3% | +15.2% | +7.0% |
| 3M | +13.0% | -0.6% | +13.7% | +12.1% |
| 6M | +8.3% | +10.7% | -2.4% | +4.1% |
| YTD | +20.6% | +37.1% | -16.5% | +9.5% |
| 1Y | +6.5% | +52.3% | -45.8% | -6.1% |
| 3Y | +53.7% | +215.2% | -161.5% | +9.6% |
| 5Y | +72.7% | +276.5% | -203.8% | +16.5% |
| 10Y | +363.2% | +508.4% | -145.2% | +174.2% |
| All | +7,085.5% | +12,219.9% | -5,134.4% | +2,477.9% |
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