+25.9%
LUV vs CASY
+14.3%
+11.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.4% | +1.4% |
| 7D | -1.0% | -18.6% | +17.6% | -1.2% |
| 30D | -12.4% | -26.6% | +14.3% | -12.7% |
| 3M | -11.0% | -32.8% | +21.8% | -10.9% |
| 6M | -5.0% | -10.0% | +5.0% | -11.5% |
| YTD | -3.8% | +11.6% | -15.4% | -15.0% |
| 1Y | +25.9% | +11.5% | +14.4% | +9.6% |
| All | +25.9% | +14.3% | +11.6% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling