+13,444.1%
GOOG vs CASY
+5,345.4%
+8,098.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -6.8% | -11.3% | +4.5% | -3.9% |
| 3M | -9.1% | -0.6% | -8.4% | -10.2% |
| 6M | +10.7% | +10.7% | 0.0% | +6.0% |
| YTD | +7.1% | +37.1% | -30.1% | -3.6% |
| 1Y | +44.6% | +52.3% | -7.7% | +25.9% |
| 3Y | +147.4% | +215.2% | -67.8% | +70.8% |
| 5Y | +133.8% | +276.5% | -142.7% | +51.5% |
| 10Y | +777.5% | +508.4% | +269.2% | +377.9% |
| All | +13,444.1% | +5,345.4% | +8,098.7% | +3,778.2% |
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