+2,885.1%
GPN vs CASY
+6,550.8%
-3,665.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +3.6% |
| 7D | +3.7% | +5.0% | -1.3% | +2.2% |
| 30D | +23.6% | +8.2% | +15.4% | +20.6% |
| 3M | +18.3% | -18.2% | +36.5% | +24.7% |
| 6M | +47.8% | -18.6% | +66.4% | +53.6% |
| YTD | +32.6% | +26.8% | +5.8% | +19.3% |
| 1Y | +36.0% | +31.6% | +4.4% | +20.6% |
| 3Y | -3.9% | +156.5% | -160.4% | -32.4% |
| 5Y | -19.4% | +258.6% | -278.0% | -49.6% |
| 10Y | +52.1% | +550.3% | -498.2% | -21.7% |
| All | +2,885.1% | +6,550.8% | -3,665.7% | +617.6% |
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