+8,872.3%
INTC vs CASY
+33,031.0%
-24,158.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +7.8% |
| 7D | -14.4% | +1.1% | -15.5% | -14.7% |
| 30D | -50.2% | +8.7% | -58.9% | -51.6% |
| 3M | -43.6% | -17.3% | -26.3% | -41.3% |
| 6M | -50.2% | -19.7% | -30.5% | -48.3% |
| YTD | +52.5% | +24.8% | +27.7% | +39.3% |
| 1Y | +51.1% | +31.9% | +19.2% | +35.5% |
| 3Y | +50.3% | +155.4% | -105.1% | +9.5% |
| 5Y | +19.2% | +250.6% | -231.4% | -21.8% |
| 10Y | +105.1% | +556.8% | -451.7% | +9.2% |
| All | +8,872.3% | +33,031.0% | -24,158.7% | +1,669.3% |
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 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