+3,393.7%
MKC vs CASY
+36,294.0%
-32,900.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -5.9% | +0.1% | -6.0% | -5.9% |
| 30D | -0.9% | -11.3% | +10.5% | +1.0% |
| 3M | +12.7% | -0.6% | +13.4% | +12.3% |
| 6M | -19.3% | +10.7% | -30.0% | -21.2% |
| YTD | -22.2% | +37.1% | -59.3% | -26.6% |
| 1Y | -23.3% | +52.3% | -75.6% | -29.0% |
| 3Y | -30.0% | +215.2% | -245.2% | -43.0% |
| 5Y | -33.8% | +276.5% | -310.3% | -47.9% |
| 10Y | +24.4% | +508.4% | -483.9% | -10.5% |
| All | +3,393.7% | +36,294.0% | -32,900.3% | +1,305.5% |
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 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