+119.9%
NDAQ vs CASY
+154.1%
-34.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | +0.8% | +1.1% | -0.3% | +0.7% |
| 30D | +16.5% | +8.7% | +7.8% | +15.4% |
| 3M | +13.5% | -17.3% | +30.8% | +15.5% |
| 6M | +20.9% | -19.7% | +40.7% | +23.5% |
| YTD | +11.4% | +24.8% | -13.4% | +4.6% |
| 1Y | +25.9% | +31.9% | -6.0% | +16.6% |
| 3Y | +119.9% | +155.4% | -35.5% | +77.0% |
| All | +119.9% | +154.1% | -34.2% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling