+17.6%
NEE vs CASY
+250.1%
-232.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | +3.9% | +1.1% | +2.8% | +3.7% |
| 30D | +12.8% | +8.7% | +4.1% | +11.6% |
| 3M | +3.6% | -17.3% | +20.9% | +6.0% |
| 6M | -7.5% | -19.7% | +12.2% | -5.2% |
| YTD | +10.7% | +24.8% | -14.2% | +5.4% |
| 1Y | +9.1% | +31.9% | -22.8% | +2.8% |
| 3Y | +61.0% | +155.4% | -94.4% | +30.6% |
| All | +17.6% | +250.1% | -232.6% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling