+2,154.8%
GNRC vs CASY
+2,686.8%
-532.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | +7.9% | +3.6% | +4.4% | +6.7% |
| 30D | -3.7% | +9.1% | -12.7% | -6.9% |
| 3M | -11.9% | -16.5% | +4.6% | -7.1% |
| 6M | -28.6% | -19.7% | -8.9% | -25.2% |
| YTD | +39.9% | +29.3% | +10.6% | +21.7% |
| 1Y | +23.4% | +33.1% | -9.8% | +5.9% |
| 3Y | +84.2% | +158.5% | -74.3% | +18.8% |
| 5Y | -57.3% | +266.7% | -324.0% | -76.3% |
| 10Y | +376.8% | +553.5% | -176.7% | +103.6% |
| All | +2,154.8% | +2,686.8% | -532.0% | +523.8% |
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