-4.9%
GAP vs CASY
+30.1%
-35.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.4% |
| 7D | 0.0% | +3.6% | -3.5% | -0.3% |
| 30D | -4.3% | +7.2% | -11.5% | -4.9% |
| 3M | +9.4% | -16.9% | +26.3% | +10.6% |
| 6M | -3.3% | -19.3% | +16.0% | -0.4% |
| YTD | -10.5% | +25.6% | -36.2% | -23.0% |
| All | -4.9% | +30.1% | -35.0% | -21.5% |
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