+7.4%
GPC vs CASY
+254.7%
-247.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.9% |
| 7D | +0.4% | +5.0% | -4.6% | -0.6% |
| 30D | -1.8% | +8.2% | -10.0% | -3.4% |
| 3M | -6.6% | -18.2% | +11.6% | -3.0% |
| 6M | +21.3% | -18.6% | +39.9% | +25.4% |
| YTD | +4.3% | +26.8% | -22.5% | -4.9% |
| 1Y | +3.3% | +31.6% | -28.3% | -7.0% |
| 3Y | +0.8% | +156.5% | -155.8% | -28.6% |
| 5Y | +7.4% | +258.6% | -251.2% | -34.9% |
| All | +7.4% | +254.7% | -247.3% | -34.9% |
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 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