+22.7%
ET vs CASY
+30.1%
-7.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | -4.4% | +3.6% | -8.0% | -4.5% |
| 30D | -4.8% | +7.2% | -12.0% | -4.9% |
| 3M | -3.4% | -16.9% | +13.5% | -3.1% |
| 6M | +2.2% | -19.3% | +21.5% | +2.5% |
| YTD | +24.2% | +25.6% | -1.4% | +24.8% |
| All | +22.7% | +30.1% | -7.4% | +23.7% |
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