+15,172.7%
INTC vs CASY
+36,294.0%
-21,121.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | +0.1% | +7.0% | +7.0% |
| 30D | -5.2% | -11.3% | +6.1% | -2.1% |
| 3M | -14.3% | -0.6% | -13.7% | -15.5% |
| 6M | +110.2% | +10.7% | +99.5% | +101.3% |
| YTD | +159.6% | +37.1% | +122.5% | +133.5% |
| 1Y | +289.3% | +52.3% | +237.0% | +237.4% |
| 3Y | +166.1% | +215.2% | -49.1% | +83.9% |
| 5Y | +94.4% | +276.5% | -182.1% | +26.3% |
| 10Y | +227.7% | +508.4% | -280.7% | +79.8% |
| All | +15,172.7% | +36,294.0% | -21,121.3% | +2,865.9% |
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