+13,507.3%
GOOGL vs CASY
+5,345.4%
+8,161.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -6.6% | -11.3% | +4.8% | -3.6% |
| 3M | -8.9% | -0.6% | -8.3% | -10.0% |
| 6M | +11.9% | +10.7% | +1.2% | +7.1% |
| YTD | +8.3% | +37.1% | -28.8% | -2.5% |
| 1Y | +46.2% | +52.3% | -6.1% | +27.2% |
| 3Y | +151.9% | +215.2% | -63.3% | +73.7% |
| 5Y | +137.7% | +276.5% | -138.8% | +53.8% |
| 10Y | +757.6% | +508.4% | +249.2% | +366.0% |
| All | +13,507.3% | +5,345.4% | +8,161.9% | +3,787.9% |
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