+14,159.6%
GWW vs CASY
+36,294.0%
-22,134.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +3.3% | -11.3% | +14.6% | +5.8% |
| 3M | +2.9% | -0.6% | +3.6% | +2.3% |
| 6M | +15.8% | +10.7% | +5.1% | +12.3% |
| YTD | +32.0% | +37.1% | -5.1% | +22.3% |
| 1Y | +29.9% | +52.3% | -22.4% | +17.4% |
| 3Y | +91.1% | +215.2% | -124.1% | +46.2% |
| 5Y | +223.9% | +276.5% | -52.6% | +137.4% |
| 10Y | +567.0% | +508.4% | +58.7% | +336.8% |
| All | +14,159.6% | +36,294.0% | -22,134.4% | +5,161.2% |
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