+7,004.6%
MCK vs CASY
+11,888.1%
-4,883.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -14.2% | +14.5% | +2.9% |
| 7D | -3.6% | -16.5% | +12.9% | -0.6% |
| 30D | +1.4% | -26.4% | +27.8% | +7.0% |
| 3M | +13.8% | -17.3% | +31.1% | +16.9% |
| 6M | -5.2% | -5.2% | +0.1% | -5.3% |
| YTD | +9.0% | +14.1% | -5.0% | +5.0% |
| 1Y | +26.9% | +16.6% | +10.3% | +21.5% |
| 3Y | +114.7% | +163.7% | -49.0% | +73.0% |
| 5Y | +347.1% | +231.3% | +115.8% | +242.0% |
| 10Y | +446.4% | +462.9% | -16.5% | +274.9% |
| All | +7,004.6% | +11,888.1% | -4,883.5% | +2,969.8% |
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