+41,936.4%
JBL vs CASY
+23,895.2%
+18,041.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | -8.3% | -11.3% | +3.1% | -4.5% |
| 3M | -16.9% | -0.6% | -16.3% | -18.3% |
| 6M | +21.8% | +10.7% | +11.0% | +15.0% |
| YTD | +36.3% | +37.1% | -0.8% | +18.9% |
| 1Y | +49.5% | +52.3% | -2.8% | +24.9% |
| 3Y | +170.6% | +215.2% | -44.6% | +68.0% |
| 5Y | +408.4% | +276.5% | +131.9% | +192.1% |
| 10Y | +1,450.4% | +508.4% | +942.0% | +620.9% |
| All | +41,936.4% | +23,895.2% | +18,041.2% | +6,486.2% |
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