+243.1%
INTU vs CASY
+553.2%
-310.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.7% |
| 7D | +0.1% | +1.1% | -1.0% | -0.2% |
| 30D | +15.4% | +8.7% | +6.7% | +12.5% |
| 3M | +6.6% | -17.3% | +23.9% | +12.5% |
| 6M | -11.3% | -19.7% | +8.4% | -6.5% |
| YTD | -47.7% | +24.8% | -72.5% | -53.6% |
| 1Y | -47.0% | +31.9% | -78.9% | -54.1% |
| 3Y | -29.9% | +155.4% | -185.3% | -54.8% |
| 5Y | -42.2% | +250.6% | -292.8% | -68.0% |
| All | +243.1% | +553.2% | -310.1% | +49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling