-14.0%
NVDA vs CASY
+31.5%
-45.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -4.5% |
| 7D | -8.5% | +2.5% | -11.0% | -8.2% |
| 30D | -27.3% | +10.2% | -37.5% | -26.3% |
| 3M | -25.8% | -15.7% | -10.1% | -26.9% |
| 6M | -24.6% | -18.4% | -6.2% | -24.2% |
| YTD | -10.7% | +28.3% | -39.0% | -10.4% |
| 1Y | -14.0% | +32.6% | -46.6% | -13.5% |
| All | -14.0% | +31.5% | -45.5% | -13.5% |
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