+15.0%
FOXA vs CASY
+15.3%
-0.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -3.7% | -17.2% | +13.5% | -2.7% |
| 30D | +5.4% | -24.4% | +29.7% | +6.9% |
| 3M | -3.7% | -31.4% | +27.7% | -2.1% |
| 6M | +12.6% | -8.9% | +21.5% | +16.3% |
| YTD | -10.0% | +13.8% | -23.8% | -7.2% |
| 1Y | +15.0% | +17.0% | -1.9% | +17.8% |
| All | +15.0% | +15.3% | -0.2% | +17.8% |
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 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