+803.5%
ENTG vs CASY
+550.0%
+253.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.3% |
| 7D | +22.8% | +2.5% | +20.3% | +21.9% |
| 30D | -4.9% | +10.2% | -15.1% | -8.5% |
| 3M | -4.8% | -15.7% | +10.9% | -0.1% |
| 6M | +5.6% | -18.4% | +24.0% | +9.9% |
| YTD | +82.4% | +28.3% | +54.1% | +55.9% |
| 1Y | +82.9% | +32.6% | +50.3% | +53.5% |
| 3Y | +62.1% | +159.5% | -97.4% | -0.5% |
| 5Y | +4.3% | +263.9% | -259.6% | -45.5% |
| All | +803.5% | +550.0% | +253.5% | +281.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling