+3,812.0%
MRK vs CASY
+36,294.0%
-32,482.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +1.3% | +0.1% | +1.3% | +1.3% |
| 30D | +17.1% | -11.3% | +28.5% | +19.1% |
| 3M | +25.9% | -0.6% | +26.5% | +25.3% |
| 6M | +26.8% | +10.7% | +16.1% | +24.0% |
| YTD | +44.9% | +37.1% | +7.8% | +37.2% |
| 1Y | +84.8% | +52.3% | +32.5% | +72.0% |
| 3Y | +50.1% | +215.2% | -165.1% | +23.8% |
| 5Y | +127.4% | +276.5% | -149.1% | +81.4% |
| 10Y | +240.0% | +508.4% | -268.4% | +147.7% |
| All | +3,812.0% | +36,294.0% | -32,482.0% | +1,565.5% |
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