+5,080.1%
LUV vs CASY
+33,946.0%
-28,865.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.6% | -2.4% |
| 7D | +1.8% | +2.5% | -0.7% | +1.2% |
| 30D | +11.3% | +10.2% | +1.0% | +8.6% |
| 3M | +1.0% | -15.7% | +16.7% | +4.7% |
| 6M | +15.6% | -18.4% | +34.0% | +19.1% |
| YTD | +10.9% | +28.3% | -17.4% | +1.8% |
| 1Y | +38.1% | +32.6% | +5.5% | +25.6% |
| 3Y | +108.2% | +159.5% | -51.3% | +57.9% |
| 5Y | +1.7% | +263.9% | -262.2% | -29.6% |
| 10Y | +16.8% | +548.5% | -531.7% | -30.3% |
| All | +5,080.1% | +33,946.0% | -28,865.9% | +1,304.1% |
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