+35.1%
ELV vs CASY
+51.2%
-16.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.8% |
| 7D | +3.3% | +0.1% | +3.2% | +3.3% |
| 30D | +4.2% | -11.3% | +15.5% | +4.1% |
| 3M | -0.1% | -0.6% | +0.6% | +0.5% |
| 6M | +41.3% | +10.7% | +30.5% | +39.4% |
| YTD | +17.4% | +37.1% | -19.7% | +13.0% |
| 1Y | +35.1% | +52.3% | -17.2% | +26.3% |
| All | +35.1% | +51.2% | -16.2% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling