-24.6%
KVUE vs CASY
+167.3%
-191.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -14.2% | +10.8% | -2.6% |
| 7D | -7.2% | -16.5% | +9.3% | -6.2% |
| 30D | -5.7% | -26.4% | +20.7% | -4.1% |
| 3M | +0.2% | -17.3% | +17.5% | +0.9% |
| 6M | 0.0% | -5.2% | +5.2% | -0.3% |
| YTD | +6.5% | +14.1% | -7.6% | +5.0% |
| 1Y | -1.4% | +16.6% | -18.0% | -2.9% |
| 3Y | -5.6% | +163.7% | -169.3% | -4.1% |
| All | -24.6% | +167.3% | -191.9% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling