+9,364.9%
INTC vs CASY
+33,247.3%
-23,882.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.3% |
| 7D | -1.0% | +3.6% | -4.6% | -2.1% |
| 30D | -43.3% | +7.2% | -50.5% | -44.6% |
| 3M | -41.6% | -16.9% | -24.7% | -39.2% |
| 6M | -52.5% | -19.3% | -33.1% | -50.7% |
| YTD | +60.9% | +25.6% | +35.3% | +46.7% |
| 1Y | +55.7% | +30.2% | +25.6% | +40.1% |
| 3Y | +59.2% | +154.9% | -95.7% | +16.1% |
| 5Y | +25.0% | +252.1% | -227.1% | -18.1% |
| 10Y | +109.3% | +535.8% | -426.6% | +12.4% |
| All | +9,364.9% | +33,247.3% | -23,882.4% | +1,763.3% |
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