+2,611.5%
GPN vs CASY
+7,092.5%
-4,480.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +5.8% | -11.3% | +17.1% | +9.5% |
| 3M | +37.0% | -0.6% | +37.6% | +35.0% |
| 6M | +20.1% | +10.7% | +9.4% | +13.9% |
| YTD | +20.4% | +37.1% | -16.7% | +6.4% |
| 1Y | +7.4% | +52.3% | -44.9% | -8.6% |
| 3Y | -26.1% | +215.2% | -241.3% | -51.2% |
| 5Y | -38.5% | +276.5% | -315.0% | -62.0% |
| 10Y | +28.4% | +508.4% | -480.0% | -32.5% |
| All | +2,611.5% | +7,092.5% | -4,480.9% | +540.1% |
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