+1,921.9%
NXPI vs CASY
+1,958.2%
-36.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -4.4% | +1.1% | -5.5% | -4.8% |
| 30D | +5.6% | +8.7% | -3.1% | +2.1% |
| 3M | +7.6% | -17.3% | +24.9% | +14.3% |
| 6M | -17.6% | -19.7% | +2.2% | -13.0% |
| YTD | +15.9% | +24.8% | -8.9% | +0.9% |
| 1Y | +22.4% | +31.9% | -9.5% | +3.7% |
| 3Y | +43.2% | +155.4% | -112.2% | -12.1% |
| 5Y | +21.4% | +250.6% | -229.2% | -36.8% |
| 10Y | +186.8% | +556.8% | -370.0% | +4.4% |
| All | +1,921.9% | +1,958.2% | -36.3% | +196.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling