+82.5%
NUE vs CASY
+51.2%
+31.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +4.2% | +0.1% | +4.1% | +4.2% |
| 30D | -5.0% | -11.3% | +6.4% | -4.5% |
| 3M | -0.2% | -0.6% | +0.4% | +0.1% |
| 6M | +49.1% | +10.7% | +38.4% | +47.8% |
| YTD | +61.0% | +37.1% | +23.9% | +60.3% |
| 1Y | +82.5% | +52.3% | +30.2% | +78.1% |
| All | +82.5% | +51.2% | +31.3% | +78.1% |
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 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