+33,242.5%
GILD vs CASY
+21,892.8%
+11,349.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -4.2% | -17.2% | +13.0% | -0.3% |
| 30D | +6.7% | -24.4% | +31.0% | +13.2% |
| 3M | +20.0% | -31.4% | +51.4% | +30.0% |
| 6M | -1.3% | -8.9% | +7.6% | -0.9% |
| YTD | +19.4% | +13.8% | +5.6% | +13.7% |
| 1Y | +28.9% | +17.0% | +12.0% | +21.7% |
| 3Y | +110.3% | +163.1% | -52.8% | +60.2% |
| 5Y | +144.8% | +239.0% | -94.2% | +73.5% |
| 10Y | +164.4% | +461.6% | -297.3% | +59.5% |
| All | +33,242.5% | +21,892.8% | +11,349.7% | +7,927.5% |
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