+30,859.1%
EXPD vs CASY
+36,294.0%
-5,435.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +4.1% | -11.3% | +15.4% | +6.9% |
| 3M | +17.9% | -0.6% | +18.5% | +16.9% |
| 6M | +29.2% | +10.7% | +18.5% | +24.4% |
| YTD | +27.4% | +37.1% | -9.8% | +16.2% |
| 1Y | +56.8% | +52.3% | +4.5% | +39.2% |
| 3Y | +68.0% | +215.2% | -147.1% | +22.2% |
| 5Y | +61.9% | +276.5% | -214.6% | +11.9% |
| 10Y | +316.0% | +508.4% | -192.4% | +148.4% |
| All | +30,859.1% | +36,294.0% | -5,435.0% | +8,507.9% |
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