+11,715.7%
GOOG vs CASY
+5,033.4%
+6,682.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -1.2% |
| 7D | +3.0% | +3.6% | -0.5% | +2.1% |
| 30D | -14.9% | +9.1% | -23.9% | -17.0% |
| 3M | -14.9% | -16.5% | +1.6% | -11.3% |
| 6M | -26.6% | -19.7% | -6.9% | -23.6% |
| YTD | -6.6% | +29.3% | -35.9% | -15.1% |
| 1Y | +5.1% | +33.1% | -28.1% | -5.5% |
| 3Y | +121.0% | +158.5% | -37.6% | +60.9% |
| 5Y | +97.3% | +266.7% | -169.4% | +28.0% |
| 10Y | +683.2% | +553.5% | +129.8% | +316.1% |
| All | +11,715.7% | +5,033.4% | +6,682.3% | +3,315.8% |
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