+92.9%
GOOGL vs CASY
+250.1%
-157.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +1.8% | +1.1% | +0.7% | +1.6% |
| 30D | -18.8% | +8.7% | -27.4% | -20.0% |
| 3M | -20.3% | -17.3% | -3.0% | -18.0% |
| 6M | -28.4% | -19.7% | -8.6% | -26.1% |
| YTD | -8.8% | +24.8% | -33.7% | -15.0% |
| 1Y | +0.3% | +31.9% | -31.6% | -7.9% |
| 3Y | +120.7% | +155.4% | -34.7% | +68.0% |
| All | +92.9% | +250.1% | -157.2% | +24.8% |
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 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