+352.7%
FERG vs CASY
+468.0%
-115.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -14.2% | +12.9% | +0.8% |
| 7D | +0.9% | -16.5% | +17.4% | +3.6% |
| 30D | -15.1% | -26.4% | +11.3% | -11.2% |
| 3M | -4.8% | -17.3% | +12.5% | -2.9% |
| 6M | -2.5% | -5.2% | +2.8% | -2.9% |
| YTD | +1.8% | +14.1% | -12.3% | -1.8% |
| 1Y | -0.3% | +16.6% | -16.9% | -4.3% |
| 3Y | +52.9% | +163.7% | -110.8% | +28.6% |
| 5Y | +69.3% | +231.3% | -162.0% | +38.3% |
| 10Y | +352.7% | +462.9% | -110.2% | +261.1% |
| All | +352.7% | +468.0% | -115.3% | +261.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling