+14,572.5%
NVDA vs CASY
+549.1%
+14,023.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +1.0% | -1.0% |
| 7D | +3.8% | -4.4% | +8.2% | +5.4% |
| 30D | +0.8% | -12.0% | +12.8% | +5.0% |
| 3M | +8.2% | -2.3% | +10.5% | +6.4% |
| 6M | +27.1% | +10.5% | +16.6% | +18.1% |
| YTD | +21.2% | +33.0% | -11.8% | +3.8% |
| 1Y | +34.3% | +41.1% | -6.8% | +11.5% |
| 3Y | +396.3% | +207.5% | +188.8% | +181.0% |
| 5Y | +913.8% | +290.7% | +623.1% | +409.1% |
| 10Y | +14,572.5% | +556.5% | +14,016.0% | +5,492.4% |
| All | +14,572.5% | +549.1% | +14,023.4% | +5,492.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling