+8,118.8%
EOG vs CASY
+34,306.4%
-26,187.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.0% |
| 7D | +4.6% | +5.8% | -1.3% | +3.3% |
| 30D | +2.9% | +10.7% | -7.8% | +0.7% |
| 3M | +8.0% | -13.9% | +21.8% | +10.7% |
| 6M | +17.0% | -18.4% | +35.4% | +20.7% |
| YTD | +51.1% | +29.6% | +21.5% | +41.0% |
| 1Y | +45.1% | +32.8% | +12.3% | +34.5% |
| 3Y | +39.4% | +162.3% | -122.8% | +10.0% |
| 5Y | +105.6% | +265.0% | -159.4% | +49.4% |
| 10Y | +133.5% | +555.4% | -421.9% | +48.5% |
| All | +8,118.8% | +34,306.4% | -26,187.5% | +3,223.3% |
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 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