+4,235.9%
KO vs CASY
+36,294.1%
-32,058.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | +1.4% | -11.3% | +12.8% | +3.0% |
| 3M | +15.4% | -0.6% | +16.0% | +15.0% |
| 6M | +14.3% | +10.7% | +3.6% | +12.0% |
| YTD | +27.7% | +37.1% | -9.5% | +21.5% |
| 1Y | +32.7% | +52.3% | -19.6% | +24.3% |
| 3Y | +62.2% | +215.2% | -153.0% | +35.8% |
| 5Y | +80.0% | +276.5% | -196.5% | +46.2% |
| 10Y | +175.6% | +508.4% | -332.7% | +107.7% |
| All | +4,235.9% | +36,294.1% | -32,058.1% | +1,889.8% |
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