+1,197.2%
ENTG vs CASY
+7,897.3%
-6,700.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -4.7% | -11.3% | +6.7% | +0.7% |
| 3M | -0.7% | -0.6% | -0.1% | -3.9% |
| 6M | +7.7% | +10.7% | -3.0% | -1.5% |
| YTD | +65.1% | +37.1% | +27.9% | +35.1% |
| 1Y | +74.8% | +52.3% | +22.5% | +34.7% |
| 3Y | +36.9% | +215.2% | -178.3% | -29.5% |
| 5Y | +16.1% | +276.5% | -260.4% | -46.1% |
| 10Y | +740.3% | +508.4% | +232.0% | +181.8% |
| All | +1,197.2% | +7,897.3% | -6,700.1% | -13.7% |
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