+54.4%
INTC vs CASY
+30.1%
+24.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.5% |
| 7D | -1.0% | +3.6% | -4.6% | -0.8% |
| 30D | -43.3% | +7.2% | -50.5% | -43.2% |
| 3M | -41.6% | -16.9% | -24.7% | -40.8% |
| 6M | -52.5% | -19.3% | -33.1% | -50.7% |
| YTD | +60.9% | +25.6% | +35.3% | +65.9% |
| All | +54.4% | +30.1% | +24.3% | +62.4% |
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 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