+61.5%
INTC vs CASY
+31.5%
+30.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.0% | -2.1% |
| 7D | +17.1% | +2.5% | +14.6% | +17.3% |
| 30D | -40.5% | +10.2% | -50.7% | -40.3% |
| 3M | -39.4% | -15.7% | -23.7% | -38.5% |
| 6M | -49.3% | -18.4% | -30.9% | -47.1% |
| YTD | +65.9% | +28.3% | +37.6% | +70.8% |
| 1Y | +61.5% | +32.6% | +29.0% | +68.3% |
| All | +61.5% | +31.5% | +30.0% | +68.3% |
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