+65,302.9%
NFLX vs CASY
+7,881.2%
+57,421.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.3% |
| 7D | -4.2% | +0.1% | -4.3% | -4.3% |
| 30D | +5.5% | -11.3% | +16.8% | +9.2% |
| 3M | -4.1% | -0.6% | -3.4% | -5.2% |
| 6M | -20.7% | +10.7% | -31.4% | -24.8% |
| YTD | -16.5% | +37.1% | -53.7% | -26.3% |
| 1Y | -37.8% | +52.3% | -90.1% | -47.1% |
| 3Y | +77.9% | +215.2% | -137.3% | +16.1% |
| 5Y | +32.5% | +276.5% | -244.0% | -19.2% |
| 10Y | +703.6% | +508.4% | +195.2% | +290.8% |
| All | +65,302.9% | +7,881.2% | +57,421.7% | +8,977.1% |
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