+7,460.3%
DRI vs CASY
+11,115.3%
-3,655.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +2.8% | +1.1% | +1.7% | +2.5% |
| 30D | +13.3% | +8.7% | +4.6% | +10.8% |
| 3M | +8.2% | -17.3% | +25.5% | +13.1% |
| 6M | +17.5% | -19.7% | +37.3% | +22.6% |
| YTD | +26.9% | +24.8% | +2.1% | +17.6% |
| 1Y | +31.6% | +31.9% | -0.3% | +20.0% |
| 3Y | +67.0% | +155.4% | -88.4% | +25.5% |
| 5Y | +72.9% | +250.6% | -177.7% | +18.4% |
| 10Y | +371.3% | +556.8% | -185.5% | +174.5% |
| All | +7,460.3% | +11,115.3% | -3,655.0% | +2,667.3% |
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