+2,883.5%
GE vs CASY
+36,294.0%
-33,410.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -11.6% | -11.3% | -0.2% | -9.1% |
| 3M | +3.0% | -0.6% | +3.7% | +1.8% |
| 6M | -0.5% | +10.7% | -11.2% | -4.4% |
| YTD | +9.7% | +37.1% | -27.4% | 0.0% |
| 1Y | +20.0% | +52.3% | -32.3% | +6.2% |
| 3Y | +275.8% | +215.2% | +60.6% | +174.4% |
| 5Y | +429.1% | +276.5% | +152.6% | +266.5% |
| 10Y | +151.2% | +508.4% | -357.2% | +52.9% |
| All | +2,883.5% | +36,294.0% | -33,410.5% | +786.5% |
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 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