+1,980.5%
NOW vs CASY
+1,214.6%
+765.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.2% | -8.1% | -6.5% |
| 7D | -6.7% | +1.8% | -8.5% | -7.2% |
| 30D | -25.8% | +11.2% | -37.0% | -28.0% |
| 3M | -12.7% | -19.1% | +6.4% | -8.3% |
| 6M | +11.2% | -19.9% | +31.2% | +15.8% |
| YTD | -33.2% | +25.2% | -58.4% | -40.1% |
| 1Y | -41.8% | +31.6% | -73.4% | -48.8% |
| 3Y | -15.7% | +155.4% | -171.1% | -42.0% |
| 5Y | -26.0% | +251.5% | -277.6% | -54.8% |
| 10Y | +515.1% | +558.6% | -43.6% | +191.4% |
| All | +1,980.5% | +1,214.6% | +765.9% | +599.7% |
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