+7,547.6%
NEE vs CASY
+33,031.0%
-25,483.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.5% |
| 3M | +3.6% | -17.3% | +20.9% | +6.0% |
| 6M | -7.5% | -19.7% | +12.2% | -5.3% |
| YTD | +10.7% | +24.8% | -14.2% | +6.3% |
| 1Y | +9.1% | +31.9% | -22.8% | +3.9% |
| 3Y | +61.0% | +155.4% | -94.4% | +38.2% |
| 5Y | +16.3% | +250.6% | -234.3% | -5.1% |
| 10Y | +264.6% | +556.8% | -292.2% | +171.2% |
| All | +7,547.6% | +33,031.0% | -25,483.5% | +4,035.6% |
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