+7,238.0%
NEE vs CASY
+36,294.0%
-29,056.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +1.9% | +0.1% | +1.9% | +1.9% |
| 30D | -2.2% | -11.3% | +9.2% | -0.6% |
| 3M | -1.2% | -0.6% | -0.5% | -1.6% |
| 6M | -8.6% | +10.7% | -19.3% | -10.4% |
| YTD | +6.2% | +37.1% | -30.9% | +0.9% |
| 1Y | +21.1% | +52.3% | -31.2% | +13.2% |
| 3Y | +36.4% | +215.2% | -178.8% | +13.8% |
| 5Y | +11.4% | +276.5% | -265.1% | -9.9% |
| 10Y | +250.0% | +508.4% | -258.4% | +162.5% |
| All | +7,238.0% | +36,294.0% | -29,056.1% | +3,825.6% |
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