-38.3%
NFLX vs CASY
+42.6%
-80.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -2.0% |
| 7D | -5.0% | -4.4% | -0.6% | -5.1% |
| 30D | +3.5% | -12.0% | +15.6% | +3.1% |
| 3M | -7.1% | -2.3% | -4.8% | -7.2% |
| 6M | -22.5% | +10.5% | -33.0% | -23.2% |
| YTD | -18.1% | +33.0% | -51.1% | -20.0% |
| 1Y | -38.3% | +41.1% | -79.5% | -39.6% |
| All | -38.3% | +42.6% | -80.9% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling