+127.6%
NOK vs CASY
+464.4%
-336.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +8.7% | -17.2% | +25.9% | +13.7% |
| 30D | +12.5% | -24.4% | +36.9% | +20.3% |
| 3M | -20.7% | -31.4% | +10.7% | -13.3% |
| 6M | +36.2% | -8.9% | +45.0% | +35.5% |
| YTD | +64.1% | +13.8% | +50.3% | +52.2% |
| 1Y | +132.4% | +17.0% | +115.4% | +112.5% |
| 3Y | +182.9% | +163.1% | +19.7% | +88.0% |
| 5Y | +102.8% | +239.0% | -136.2% | +20.0% |
| All | +127.6% | +464.4% | -336.8% | +14.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling