+2,832.6%
GE vs CASY
+33,946.0%
-31,113.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.2% |
| 7D | +5.1% | +2.5% | +2.6% | +4.5% |
| 30D | +7.6% | +10.2% | -2.7% | +5.0% |
| 3M | -9.3% | -15.7% | +6.4% | -6.0% |
| 6M | +11.5% | -18.4% | +29.9% | +15.0% |
| YTD | +7.9% | +28.3% | -20.4% | -0.6% |
| 1Y | +7.6% | +32.6% | -24.9% | -1.7% |
| 3Y | +265.9% | +159.5% | +106.3% | +179.5% |
| 5Y | +405.9% | +263.9% | +142.0% | +252.1% |
| 10Y | +149.6% | +548.5% | -398.9% | +49.6% |
| All | +2,832.6% | +33,946.0% | -31,113.4% | +781.7% |
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