+2,765.1%
GE vs CASY
+33,031.0%
-30,266.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | +7.1% | +1.1% | +6.0% | +6.8% |
| 30D | +6.5% | +8.7% | -2.2% | +4.3% |
| 3M | -13.6% | -17.3% | +3.7% | -10.1% |
| 6M | +6.0% | -19.7% | +25.7% | +9.7% |
| YTD | +5.4% | +24.8% | -19.4% | -2.2% |
| 1Y | +6.5% | +31.9% | -25.4% | -2.7% |
| 3Y | +268.6% | +155.4% | +113.2% | +182.6% |
| 5Y | +389.0% | +250.6% | +138.5% | +243.4% |
| 10Y | +163.3% | +556.8% | -393.5% | +57.4% |
| All | +2,765.1% | +33,031.0% | -30,266.0% | +766.8% |
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 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