+186.7%
NXPI vs CASY
+553.2%
-366.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -4.4% | +1.1% | -5.5% | -4.7% |
| 30D | +5.6% | +8.7% | -3.1% | +2.8% |
| 3M | +7.6% | -17.3% | +24.9% | +13.0% |
| 6M | -17.6% | -19.7% | +2.2% | -13.7% |
| YTD | +15.9% | +24.8% | -8.9% | +3.1% |
| 1Y | +22.4% | +31.9% | -9.5% | +6.4% |
| 3Y | +43.2% | +155.4% | -112.2% | -5.4% |
| 5Y | +21.4% | +250.6% | -229.2% | -30.4% |
| All | +186.7% | +553.2% | -366.4% | +37.1% |
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 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