+2,524.3%
INFY vs CASY
+6,306.5%
-3,782.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | -6.2% | -11.3% | +5.1% | -3.1% |
| 3M | -4.9% | -0.6% | -4.3% | -6.1% |
| 6M | -16.6% | +10.7% | -27.3% | -20.9% |
| YTD | -32.9% | +37.1% | -70.0% | -40.7% |
| 1Y | -26.9% | +52.3% | -79.2% | -37.7% |
| 3Y | -26.6% | +215.2% | -241.8% | -51.8% |
| 5Y | -44.1% | +276.5% | -320.6% | -66.0% |
| 10Y | +90.0% | +508.4% | -418.4% | -6.5% |
| All | +2,524.3% | +6,306.5% | -3,782.2% | +420.4% |
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