+44.2%
EOG vs CASY
+32.1%
+12.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.4% | -6.6% | -5.3% |
| 7D | -8.6% | +0.8% | -9.4% | -8.6% |
| 30D | +2.8% | +9.4% | -6.7% | +2.4% |
| 3M | +3.2% | -20.6% | +23.7% | +4.4% |
| 6M | +5.3% | -20.7% | +26.0% | +4.9% |
| YTD | +44.5% | +22.5% | +22.0% | +57.0% |
| 1Y | +44.2% | +29.5% | +14.7% | +57.8% |
| All | +44.2% | +32.1% | +12.0% | +57.8% |
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 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