+243.0%
EQIX vs CASY
+7,913.2%
-7,670.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.5% | +3.9% |
| 7D | +6.1% | +3.6% | +2.5% | +4.9% |
| 30D | +2.8% | +7.2% | -4.4% | +0.3% |
| 3M | +1.6% | -16.9% | +18.5% | +6.7% |
| 6M | -0.7% | -19.3% | +18.7% | +3.8% |
| YTD | +39.7% | +25.6% | +14.1% | +25.3% |
| 1Y | +30.6% | +30.2% | +0.4% | +15.4% |
| 3Y | +48.4% | +154.9% | -106.4% | +1.6% |
| 5Y | +46.0% | +252.1% | -206.1% | -12.2% |
| 10Y | +267.7% | +535.8% | -268.2% | +69.5% |
| All | +243.0% | +7,913.2% | -7,670.1% | -38.8% |
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 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