+2,600.4%
GPN vs CASY
+6,680.3%
-4,079.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +4.0% |
| 7D | -5.6% | +3.6% | -9.2% | -6.6% |
| 30D | +13.6% | +9.1% | +4.6% | +10.7% |
| 3M | -2.8% | -16.5% | +13.7% | +1.9% |
| 6M | +38.1% | -19.7% | +57.8% | +44.2% |
| YTD | +19.9% | +29.3% | -9.3% | +7.3% |
| 1Y | +23.4% | +33.1% | -9.7% | +9.2% |
| 3Y | -12.6% | +158.5% | -171.2% | -38.6% |
| 5Y | -26.6% | +266.7% | -293.3% | -54.4% |
| 10Y | +40.4% | +553.5% | -513.1% | -27.8% |
| All | +2,600.4% | +6,680.3% | -4,079.9% | +545.7% |
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