+195.8%
NXPI vs CASY
+549.1%
-353.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.2% | -0.8% |
| 7D | +0.7% | -4.4% | +5.0% | +2.1% |
| 30D | -6.6% | -12.0% | +5.4% | -3.0% |
| 3M | -25.4% | -2.3% | -23.1% | -26.4% |
| 6M | +11.9% | +10.5% | +1.4% | +5.4% |
| YTD | +4.0% | +33.0% | -29.0% | -8.6% |
| 1Y | +1.0% | +41.1% | -40.1% | -13.6% |
| 3Y | +16.3% | +207.5% | -191.2% | -28.0% |
| 5Y | +17.7% | +290.7% | -273.0% | -34.4% |
| 10Y | +195.8% | +556.5% | -360.6% | +42.2% |
| All | +195.8% | +549.1% | -353.2% | +42.2% |
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