-21.8%
IDXX vs CASY
+14.3%
-36.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.6% | -0.4% |
| 7D | -5.7% | -18.6% | +12.9% | -6.0% |
| 30D | -11.5% | -26.6% | +15.1% | -12.0% |
| 3M | -9.5% | -32.8% | +23.2% | -10.1% |
| 6M | -16.0% | -10.0% | -5.9% | -18.0% |
| YTD | -25.4% | +11.6% | -37.0% | -29.1% |
| 1Y | -21.8% | +11.5% | -33.3% | -25.9% |
| All | -21.8% | +14.3% | -36.1% | -25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling