+3,014.5%
EQT vs CASY
+30,178.1%
-27,163.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -14.2% | +13.4% | +2.0% |
| 7D | -2.0% | -16.5% | +14.5% | +1.4% |
| 30D | +1.0% | -26.4% | +27.4% | +7.1% |
| 3M | +4.0% | -17.3% | +21.3% | +7.0% |
| 6M | -11.7% | -5.2% | -6.5% | -11.9% |
| YTD | +2.8% | +14.1% | -11.3% | -1.4% |
| 1Y | +10.0% | +16.6% | -6.6% | +4.7% |
| 3Y | +34.1% | +163.7% | -129.6% | +6.2% |
| 5Y | +195.3% | +231.3% | -36.0% | +121.6% |
| 10Y | +51.6% | +462.9% | -411.3% | +2.3% |
| All | +3,014.5% | +30,178.1% | -27,163.6% | +1,302.0% |
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