-45.2%
INFY vs CASY
+234.8%
-280.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -14.2% | +12.4% | -0.3% |
| 7D | -8.7% | -16.5% | +7.8% | -7.0% |
| 30D | -13.0% | -26.4% | +13.4% | -10.3% |
| 3M | -8.8% | -17.3% | +8.5% | -7.6% |
| 6M | -22.6% | -5.2% | -17.4% | -23.4% |
| YTD | -37.3% | +14.1% | -51.4% | -40.0% |
| 1Y | -33.4% | +16.6% | -50.0% | -36.6% |
| 3Y | -32.3% | +163.7% | -196.0% | -45.0% |
| 5Y | -45.2% | +231.3% | -276.5% | -57.9% |
| All | -45.2% | +234.8% | -280.1% | -57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling