+479.7%
NDAQ vs CASY
+565.2%
-85.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.9% |
| 7D | 0.0% | +5.8% | -5.8% | -1.5% |
| 30D | +16.3% | +10.7% | +5.6% | +13.1% |
| 3M | +15.8% | -13.9% | +29.7% | +19.9% |
| 6M | +24.8% | -18.4% | +43.3% | +29.9% |
| YTD | +14.1% | +29.6% | -15.6% | +2.3% |
| 1Y | +26.5% | +32.8% | -6.3% | +12.3% |
| 3Y | +119.1% | +162.3% | -43.1% | +51.9% |
| 5Y | +70.9% | +265.0% | -194.1% | +3.2% |
| 10Y | +479.7% | +555.4% | -75.6% | +193.5% |
| All | +479.7% | +565.2% | -85.4% | +193.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling