+423.4%
NFLX vs CASY
+551.3%
-127.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +2.6% | +3.6% | -1.0% | +1.8% |
| 30D | -9.0% | +7.2% | -16.2% | -10.4% |
| 3M | -13.7% | -16.9% | +3.2% | -10.7% |
| 6M | -26.9% | -19.3% | -7.6% | -24.4% |
| YTD | -31.8% | +25.6% | -57.4% | -37.0% |
| 1Y | -42.1% | +30.2% | -72.2% | -47.1% |
| 3Y | +47.0% | +154.9% | -107.9% | +11.6% |
| 5Y | -2.5% | +252.1% | -254.6% | -33.1% |
| 10Y | +423.4% | +535.8% | -112.5% | +189.4% |
| All | +423.4% | +551.3% | -127.9% | +189.4% |
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