+174.0%
EOG vs CASY
+274.3%
-100.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.5% |
| 7D | -2.0% | -4.4% | +2.3% | -1.4% |
| 30D | +7.9% | -12.0% | +19.9% | +9.7% |
| 3M | +4.5% | -2.3% | +6.8% | +4.7% |
| 6M | +12.3% | +10.5% | +1.8% | +10.5% |
| YTD | +41.9% | +33.0% | +8.9% | +35.9% |
| 1Y | +27.8% | +41.1% | -13.3% | +21.0% |
| 3Y | +21.8% | +207.5% | -185.7% | -1.3% |
| 5Y | +174.0% | +290.7% | -116.7% | +118.3% |
| All | +174.0% | +274.3% | -100.3% | +118.3% |
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 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