+326.8%
INTC vs CASY
+42.6%
+284.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.0% | +12.0% | +9.0% |
| 7D | +17.4% | -4.4% | +21.8% | +17.3% |
| 30D | +2.8% | -12.0% | +14.8% | +2.8% |
| 3M | -5.3% | -2.3% | -2.9% | -6.3% |
| 6M | +140.6% | +10.5% | +130.1% | +149.6% |
| YTD | +183.1% | +33.0% | +150.1% | +220.6% |
| 1Y | +326.8% | +41.1% | +285.6% | +456.0% |
| All | +326.8% | +42.6% | +284.1% | +456.0% |
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