+96.2%
GOOG vs CASY
+254.7%
-158.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | +2.4% | +5.0% | -2.6% | +1.6% |
| 30D | -18.1% | +8.2% | -26.3% | -19.3% |
| 3M | -19.9% | -18.2% | -1.7% | -17.3% |
| 6M | -28.2% | -18.6% | -9.6% | -26.0% |
| YTD | -9.0% | +26.8% | -35.8% | -15.5% |
| 1Y | -1.7% | +31.6% | -33.3% | -9.7% |
| 3Y | +114.5% | +156.5% | -42.0% | +62.3% |
| 5Y | +96.2% | +258.6% | -162.5% | +25.3% |
| All | +96.2% | +254.7% | -158.5% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling