+2,658.8%
INFY vs CASY
+5,956.6%
-3,297.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.5% | -3.0% |
| 7D | +0.5% | +5.8% | -5.3% | -1.2% |
| 30D | +13.6% | +10.7% | +2.9% | +10.2% |
| 3M | -2.4% | -13.9% | +11.5% | +1.5% |
| 6M | +2.2% | -18.4% | +20.6% | +6.6% |
| YTD | -29.5% | +29.6% | -59.1% | -36.8% |
| 1Y | -26.1% | +32.8% | -58.9% | -34.4% |
| 3Y | -19.7% | +162.3% | -182.0% | -44.1% |
| 5Y | -39.6% | +265.0% | -304.6% | -63.0% |
| 10Y | +122.0% | +555.4% | -433.3% | +6.1% |
| All | +2,658.8% | +5,956.6% | -3,297.7% | +454.4% |
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