+4.5%
GOOGL vs CASY
+31.5%
-27.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.8% |
| 7D | +5.7% | +2.5% | +3.2% | +5.7% |
| 30D | -15.6% | +10.2% | -25.8% | -15.7% |
| 3M | -13.0% | -15.7% | +2.7% | -12.8% |
| 6M | -22.8% | -18.4% | -4.4% | -20.8% |
| YTD | -4.4% | +28.3% | -32.7% | -1.6% |
| 1Y | +4.5% | +32.6% | -28.1% | +8.5% |
| All | +4.5% | +31.5% | -27.0% | +8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling