+2,284.7%
GPC vs CASY
+36,294.0%
-34,009.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +6.0% | -11.3% | +17.3% | +8.5% |
| 3M | +42.6% | -0.6% | +43.3% | +41.5% |
| 6M | +22.8% | +10.7% | +12.0% | +18.8% |
| YTD | +15.5% | +37.1% | -21.7% | +6.7% |
| 1Y | +2.0% | +52.3% | -50.3% | -7.9% |
| 3Y | -1.4% | +215.2% | -216.6% | -24.8% |
| 5Y | +30.6% | +276.5% | -245.9% | -4.6% |
| 10Y | +80.6% | +508.4% | -427.8% | +19.1% |
| All | +2,284.7% | +36,294.0% | -34,009.4% | +754.6% |
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