-7.4%
DUOL vs CASY
+274.3%
-281.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.0% | -2.2% | -4.2% |
| 7D | -7.8% | -4.4% | -3.4% | -6.4% |
| 30D | +11.8% | -12.0% | +23.9% | +16.4% |
| 3M | +24.1% | -2.3% | +26.4% | +23.8% |
| 6M | +43.6% | +10.5% | +33.1% | +34.9% |
| YTD | -16.6% | +33.0% | -49.6% | -27.8% |
| 1Y | -46.0% | +41.1% | -87.2% | -54.4% |
| 3Y | -6.5% | +207.5% | -214.0% | -42.2% |
| 5Y | -7.4% | +290.7% | -298.1% | -48.0% |
| All | -7.4% | +274.3% | -281.7% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling