+2,094.7%
NXPI vs CASY
+2,037.4%
+57.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | +2.2% |
| 7D | +1.7% | +5.8% | -4.1% | -0.5% |
| 30D | +19.7% | +10.7% | +9.0% | +15.0% |
| 3M | +14.5% | -13.9% | +28.4% | +19.9% |
| 6M | -11.2% | -18.4% | +7.2% | -6.8% |
| YTD | +25.8% | +29.6% | -3.8% | +8.0% |
| 1Y | +35.2% | +32.8% | +2.4% | +14.5% |
| 3Y | +52.3% | +162.3% | -110.0% | -7.4% |
| 5Y | +34.8% | +265.0% | -230.2% | -30.9% |
| 10Y | +214.4% | +555.4% | -341.0% | +15.3% |
| All | +2,094.7% | +2,037.4% | +57.3% | +217.3% |
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